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 | $374,973 | $57,016+557.7% | $84,966+341.3% | $80,856+363.8% |
| Participation rate | 5.6% | 56.3%-50.8pp | 67.5%-61.9pp | 67.6%-62.1pp |
| Annual return | 7.38% | 21.66%-14.3pp | 66.38%-59.0pp | 35.59%-28.2pp |
| Employer contribution / active EE | $123 | $1,798-93.2% | $2,727-95.5% | $2,755-95.5% |
| Participant deferral / active EE | $911 | $3,110-70.7% | $4,519-79.8% | $4,296-78.8% |
| Admin fee / account holder | $3,576 | $4,980-28.2% | $6,149-41.8% | $6,918-48.3% |