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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $346,321 | $100,754+243.7% | $86,677+299.6% | $134,475+157.5% |
| Participation rate | 18.2% | 78.9%-60.7pp | 76.6%-58.4pp | 81.2%-63.0pp |
| Annual return | -25.53% | 29.04%-54.6pp | 35.91%-61.4pp | 417.96%-443.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $945 | $5,338-82.3% | $4,656-79.7% | $6,400-85.2% |
| Admin fee / account holder | $17,207 | $10,926+57.5% | $7,493+129.6% | $11,426+50.6% |