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.)
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 | $391,940 | $104,907+273.6% | $84,611+363.2% | $152,861+156.4% |
| Participation rate | 30.0% | 74.8%-44.8pp | 68.2%-38.2pp | 82.4%-52.4pp |
| Annual return | 2.39% | 373.79%-371.4pp | 258.74%-256.4pp | 345.32%-342.9pp |
| Employer contribution / active EE | $392 | $3,302-88.1% | $2,652-85.2% | $4,762-91.8% |
| Participant deferral / active EE | $574 | $4,688-87.8% | $3,899-85.3% | $5,850-90.2% |
| Admin fee / account holder | $622 | $6,241-90.0% | $4,912-87.3% | $11,596-94.6% |