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 | $307,448 | $159,602+92.6% | $150,045+104.9% | $142,382+115.9% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.3%-52.3pp | 80.1%-50.1pp |
| Annual return | 15.23% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $514 | $4,961-89.6% | $4,693-89.0% | $4,299-88.0% |
| Participant deferral / active EE | $3,114 | $8,310-62.5% | $7,997-61.1% | $6,507-52.1% |
| Admin fee / account holder | $2,822 | $14,846-81.0% | $13,435-79.0% | $12,624-77.6% |