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 | $299,388 | $138,065+116.8% | $123,544+142.3% | $135,375+121.2% |
| Participation rate | 14.3% | 84.7%-70.4pp | 82.3%-68.0pp | 82.6%-68.4pp |
| Annual return | 1.83% | 153.68%-151.9pp | 119.20%-117.4pp | 519.73%-517.9pp |
| Employer contribution / active EE | $192 | $5,151-96.3% | $4,628-95.9% | $4,779-96.0% |
| Participant deferral / active EE | $3,500 | $6,799-48.5% | $6,426-45.5% | $5,609-37.6% |
| Admin fee / account holder | $20,550 | $10,916+88.3% | $9,284+121.4% | $10,827+89.8% |