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 | $335,930 | $107,334+213.0% | $92,893+261.6% | $152,861+119.8% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.4%-68.2pp |
| Annual return | 26.62% | 145.58%-119.0pp | 109.41%-82.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $536 | $4,221-87.3% | $3,653-85.3% | $4,762-88.7% |
| Participant deferral / active EE | $2,682 | $4,845-44.6% | $4,236-36.7% | $5,850-54.1% |
| Admin fee / account holder | $1,171 | $7,079-83.5% | $5,794-79.8% | $11,596-89.9% |