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 | $256,257 | $127,065+101.7% | $113,168+126.4% | $142,382+80.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 16.98% | 24.03%-7.1pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $633 | $3,442-81.6% | $2,975-78.7% | $4,299-85.3% |
| Participant deferral / active EE | $2,035 | $5,716-64.4% | $5,107-60.2% | $6,507-68.7% |
| Admin fee / account holder | $1,798 | $15,736-88.6% | $12,068-85.1% | $12,624-85.8% |