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.)
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 | $254,977 | $74,888+240.5% | $71,209+258.1% | $142,382+79.1% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.1%-27.9pp |
| Annual return | 14.91% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,745 | $2,854+66.2% | $2,721+74.4% | $4,299+10.4% |
| Participant deferral / active EE | $332 | $4,454-92.5% | $4,175-92.0% | $6,507-94.9% |
| Admin fee / account holder | $2,714 | $5,568-51.3% | $5,349-49.3% | $12,624-78.5% |