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 | $374,066 | $149,734+149.8% | $118,925+214.5% | $158,922+135.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 17.63% | 19.95%-2.3pp | 35.88%-18.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $775 | $4,115-81.2% | $3,263-76.2% | $4,761-83.7% |
| Participant deferral / active EE | $8,125 | $5,223+55.6% | $4,265+90.5% | $5,982+35.8% |
| Admin fee / account holder | $161,581 | $8,603+1778.2% | $6,581+2355.4% | $11,246+1336.8% |