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.)
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 | $269,220 | $159,901+68.4% | $146,958+83.2% | $145,922+84.5% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.2%-47.4pp | 80.3%-45.5pp |
| Annual return | 18.07% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,002 | $5,286-81.0% | $4,933-79.7% | $4,660-78.5% |
| Participant deferral / active EE | $3,672 | $8,428-56.4% | $8,070-54.5% | $6,688-45.1% |
| Admin fee / account holder | $466 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |