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 | $395,567 | $175,202+125.8% | $149,673+164.3% | $139,434+183.7% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 23.45% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,458 | $6,519+14.4% | $5,680+31.3% | $6,710+11.1% |
| Admin fee / account holder | $4,890 | $16,150-69.7% | $13,210-63.0% | $11,403-57.1% |