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.
Employer 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 | $300,387 | $210,648+42.6% | $177,989+68.8% | $145,922+105.9% |
| Participation rate | 44.4% | 80.8%-36.3pp | 77.1%-32.6pp | 80.3%-35.8pp |
| Annual return | 19.75% | 385.86%-366.1pp | 294.48%-274.7pp | 561.29%-541.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,983 | $6,958-57.1% | $6,276-52.5% | $6,688-55.4% |
| Admin fee / account holder | $2,727 | $12,013-77.3% | $10,363-73.7% | $13,397-79.6% |