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.
Participant 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 | $831,264 | $176,056+372.2% | $159,436+421.4% | $167,490+396.3% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 25.16% | 331.75%-306.6pp | 263.57%-238.4pp | 478.56%-453.4pp |
| Employer contribution / active EE | $1,070 | $5,297-79.8% | $4,829-77.8% | $4,837-77.9% |
| Participant deferral / active EE | $1,338 | $7,750-82.7% | $7,352-81.8% | $6,341-78.9% |
| Admin fee / account holder | $7,540 | $12,554-39.9% | $10,799-30.2% | $12,309-38.7% |