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 | $257,560 | $108,919+136.5% | $100,391+156.6% | $145,922+76.5% |
| Participation rate | 64.7% | 82.9%-18.2pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 13.59% | 57.88%-44.3pp | 49.20%-35.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,087 | $4,419-75.4% | $3,942-72.4% | $4,660-76.7% |
| Participant deferral / active EE | $1,663 | $8,445-80.3% | $8,082-79.4% | $6,688-75.1% |
| Admin fee / account holder | $1,208 | $9,689-87.5% | $7,899-84.7% | $13,397-91.0% |