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 | $735,425 | $159,602+360.8% | $150,045+390.1% | $142,382+416.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 4.51% | 70.24%-65.7pp | 62.55%-58.0pp | 217.08%-212.6pp |
| Employer contribution / active EE | $720 | $4,961-85.5% | $4,693-84.7% | $4,299-83.3% |
| Participant deferral / active EE | $11,800 | $8,310+42.0% | $7,997+47.6% | $6,507+81.3% |
| Admin fee / account holder | $58,710 | $14,846+295.4% | $13,435+337.0% | $12,624+365.1% |