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.
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 | $292,592 | $77,145+279.3% | $108,410+169.9% | $85,850+240.8% |
| Participation rate | 44.0% | 74.7%-30.7pp | 80.1%-36.1pp | 69.3%-25.3pp |
| Annual return | 13.41% | 44.54%-31.1pp | 905.27%-891.9pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,499 | $5,566+34.7% | $6,563+14.3% | $3,952+89.8% |
| Admin fee / account holder | $1,864 | $5,172-64.0% | $7,295-74.4% | $6,260-70.2% |