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 | $251,971 | $109,881+129.3% | $150,045+67.9% | $84,808+197.1% |
| Participation rate | 48.0% | 76.1%-28.1pp | 82.3%-34.3pp | 68.3%-20.3pp |
| Annual return | 19.47% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $468 | $3,561-86.9% | $4,693-90.0% | $2,631-82.2% |
| Participant deferral / active EE | $4,538 | $6,636-31.6% | $7,997-43.3% | $4,212+7.8% |
| Admin fee / account holder | $59,399 | $8,568+593.3% | $13,435+342.1% | $7,344+708.8% |