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 | $285,620 | $100,773+183.4% | $88,946+221.1% | $142,382+100.6% |
| Participation rate | 12.5% | 74.3%-61.8pp | 68.8%-56.3pp | 80.1%-67.6pp |
| Annual return | 23.10% | 70.18%-47.1pp | 57.82%-34.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $255 | $2,918-91.3% | $2,555-90.0% | $4,299-94.1% |
| Participant deferral / active EE | $2,938 | $5,230-43.8% | $4,581-35.9% | $6,507-54.9% |
| Admin fee / account holder | $1,118 | $9,693-88.5% | $8,261-86.5% | $12,624-91.1% |