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 | $276,911 | $148,978+85.9% | $200,582+38.1% | $84,808+226.5% |
| Participation rate | 64.0% | 84.2%-20.2pp | 86.9%-22.9pp | 68.3%-4.3pp |
| Annual return | 12.60% | 28.16%-15.6pp | 42.33%-29.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $7,400 | $4,815+53.7% | $6,419+15.3% | $2,631+181.3% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,143 | $13,977-84.7% | $16,305-86.9% | $7,344-70.8% |