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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $643,918 | $214,378+200.4% | $200,582+221.0% | $142,382+352.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 8.24% | 46.41%-38.2pp | 42.33%-34.1pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,322 | $6,841-80.7% | $6,419-79.4% | $4,299-69.3% |
| Participant deferral / active EE | $20,986 | $9,865+112.7% | $9,331+124.9% | $6,507+222.5% |
| Admin fee / account holder | $2,852 | $17,692-83.9% | $16,305-82.5% | $12,624-77.4% |