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 | $316,674 | $165,335+91.5% | $149,696+111.5% | $158,922+99.3% |
| Participation rate | 22.2% | 84.6%-62.3pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 13.13% | 348.15%-335.0pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $387 | $5,103-92.4% | $4,644-91.7% | $4,761-91.9% |
| Participant deferral / active EE | $3,104 | $7,181-56.8% | $6,842-54.6% | $5,982-48.1% |
| Admin fee / account holder | $803 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |