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 9-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 | $290,803 | $111,754+160.2% | $103,333+181.4% | $145,922+99.3% |
| Participation rate | 7.7% | 77.9%-70.2pp | 74.5%-66.8pp | 80.3%-72.6pp |
| Annual return | 9.84% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $215 | $4,212-94.9% | $3,868-94.4% | $4,660-95.4% |
| Participant deferral / active EE | $2,346 | $5,619-58.2% | $5,057-53.6% | $6,688-64.9% |
| Admin fee / account holder | $1,609 | $9,750-83.5% | $8,355-80.7% | $13,397-88.0% |