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 3-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 | $554,310 | $80,717+586.7% | $154,803+258.1% | $84,808+553.6% |
| Participation rate | 7.7% | 66.8%-59.1pp | 78.1%-70.4pp | 68.3%-60.6pp |
| Annual return | 16.56% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,200 | $2,761-56.6% | $4,305-72.1% | $2,631-54.4% |
| Participant deferral / active EE | $611 | $3,303-81.5% | $5,540-89.0% | $4,212-85.5% |
| Admin fee / account holder | $12,971 | $6,746+92.3% | $14,329-9.5% | $7,344+76.6% |