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 8-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 | $491,013 | $176,056+178.9% | $159,436+208.0% | $167,490+193.2% |
| Participation rate | 15.0% | 84.9%-69.9pp | 82.8%-67.8pp | 82.1%-67.1pp |
| Annual return | 10.62% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $918 | $5,297-82.7% | $4,829-81.0% | $4,837-81.0% |
| Participant deferral / active EE | $7,838 | $7,750+1.1% | $7,352+6.6% | $6,341+23.6% |
| Admin fee / account holder | $5,648 | $12,554-55.0% | $10,799-47.7% | $12,309-54.1% |