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 | $288,886 | $59,101+388.8% | $77,163+274.4% | $75,163+284.3% |
| Participation rate | 12.7% | 63.9%-51.1pp | 69.6%-56.8pp | 67.2%-54.5pp |
| Annual return | 14.27% | 26.71%-12.4pp | 37.87%-23.6pp | 160.62%-146.3pp |
| Employer contribution / active EE | $686 | $1,995-65.6% | $2,535-72.9% | $2,670-74.3% |
| Participant deferral / active EE | $705 | $2,999-76.5% | $3,833-81.6% | $4,125-82.9% |
| Admin fee / account holder | $7,219 | $4,774+51.2% | $5,472+31.9% | $5,651+27.8% |