See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $636,845 | $183,519+247.0% | $155,509+309.5% | $145,922+336.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.83% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $12,000 | $5,313+125.9% | $4,672+156.8% | $4,660+157.5% |
| Participant deferral / active EE | $712 | $6,462-89.0% | $5,626-87.3% | $6,688-89.4% |
| Admin fee / account holder | $4,713 | $19,313-75.6% | $15,912-70.4% | $13,397-64.8% |