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 | $325,474 | $118,427+174.8% | $66,042+392.8% | $142,382+128.6% |
| Participation rate | 18.2% | 68.1%-49.9pp | 67.5%-49.3pp | 80.1%-61.9pp |
| Annual return | 18.10% | 35.57%-17.5pp | 52.11%-34.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $161 | $4,311-96.3% | $2,835-94.3% | $6,507-97.5% |
| Admin fee / account holder | $1,479 | $9,593-84.6% | $5,747-74.3% | $12,624-88.3% |