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 | $366,377 | $127,065+188.3% | $113,168+223.7% | $142,382+157.3% |
| Participation rate | 22.7% | 79.2%-56.5pp | 76.6%-53.8pp | 80.1%-57.4pp |
| Annual return | 14.66% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $765 | $3,442-77.8% | $2,975-74.3% | $4,299-82.2% |
| Participant deferral / active EE | $2,775 | $5,716-51.5% | $5,107-45.7% | $6,507-57.4% |
| Admin fee / account holder | $6,476 | $15,736-58.8% | $12,068-46.3% | $12,624-48.7% |