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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $528,908 | $183,519+188.2% | $155,509+240.1% | $145,922+262.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 7.06% | 61.17%-54.1pp | 64.67%-57.6pp | 561.29%-554.2pp |
| Employer contribution / active EE | $916 | $5,313-82.8% | $4,672-80.4% | $4,660-80.3% |
| Participant deferral / active EE | $5,183 | $6,462-19.8% | $5,626-7.9% | $6,688-22.5% |
| Admin fee / account holder | $3,814 | $19,313-80.3% | $15,912-76.0% | $13,397-71.5% |