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 | $603,778 | $73,933+716.7% | $96,683+524.5% | $75,163+703.3% |
| Participation rate | 7.7% | 66.4%-58.7pp | 74.3%-66.7pp | 67.2%-59.5pp |
| Annual return | 17.49% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $473 | $2,928-83.8% | $3,737-87.3% | $2,670-82.3% |
| Participant deferral / active EE | $2,029 | $3,659-44.5% | $4,878-58.4% | $4,125-50.8% |
| Admin fee / account holder | $629 | $5,216-87.9% | $6,730-90.7% | $5,651-88.9% |