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 | $813,247 | $175,202+364.2% | $149,673+443.3% | $139,434+483.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.56% | 166.71%-148.1pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $14,686 | $5,474+168.3% | $4,818+204.8% | $4,751+209.1% |
| Participant deferral / active EE | $1,300 | $6,519-80.1% | $5,680-77.1% | $6,710-80.6% |
| Admin fee / account holder | $1,044 | $16,150-93.5% | $13,210-92.1% | $11,403-90.8% |