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 | $364,153 | $97,757+272.5% | $83,848+334.3% | $135,375+169.0% |
| Participation rate | 9.1% | 80.0%-70.9pp | 76.1%-67.1pp | 82.6%-73.5pp |
| Annual return | -8.90% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,688 | $4,222-36.3% | $3,631-26.0% | $4,779-43.8% |
| Participant deferral / active EE | $1,109 | $4,682-76.3% | $4,082-72.8% | $5,609-80.2% |
| Admin fee / account holder | $10,015 | $6,674+50.1% | $5,478+82.8% | $10,827-7.5% |