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 | $402,860 | $109,327+268.5% | $89,391+350.7% | $158,922+153.5% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.0%-38.0pp | 82.0%-52.0pp |
| Annual return | 1.98% | 345.68%-343.7pp | 245.62%-243.6pp | 302.83%-300.8pp |
| Employer contribution / active EE | $354 | $3,170-88.8% | $2,586-86.3% | $4,761-92.6% |
| Participant deferral / active EE | $599 | $4,598-87.0% | $3,890-84.6% | $5,982-90.0% |
| Admin fee / account holder | $330 | $6,153-94.6% | $4,881-93.2% | $11,246-97.1% |