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 | $730,490 | $95,803+662.5% | $113,168+545.5% | $84,808+761.4% |
| Participation rate | 15.6% | 72.9%-57.2pp | 76.6%-60.9pp | 68.3%-52.7pp |
| Annual return | 18.86% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $579 | $2,360-75.5% | $2,975-80.5% | $2,631-78.0% |
| Participant deferral / active EE | $2,240 | $4,242-47.2% | $5,107-56.1% | $4,212-46.8% |
| Admin fee / account holder | $5,283 | $8,989-41.2% | $12,068-56.2% | $7,344-28.1% |