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 | $637,987 | $163,101+291.2% | $136,749+366.5% | $142,382+348.1% |
| Participation rate | 30.0% | 78.2%-48.2pp | 72.1%-42.1pp | 80.1%-50.1pp |
| Annual return | 15.01% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $412 | $4,117-90.0% | $3,400-87.9% | $4,299-90.4% |
| Participant deferral / active EE | $2,517 | $5,585-54.9% | $4,692-46.4% | $6,507-61.3% |
| Admin fee / account holder | $3,211 | $14,318-77.6% | $11,386-71.8% | $12,624-74.6% |