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 9-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 | $515,656 | $183,519+181.0% | $155,509+231.6% | $145,922+253.4% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 21.32% | 61.17%-39.8pp | 64.67%-43.3pp | 561.29%-540.0pp |
| Employer contribution / active EE | $965 | $5,313-81.8% | $4,672-79.3% | $4,660-79.3% |
| Participant deferral / active EE | $6,048 | $6,462-6.4% | $5,626+7.5% | $6,688-9.6% |
| Admin fee / account holder | $6,096 | $19,313-68.4% | $15,912-61.7% | $13,397-54.5% |