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 | $412,123 | $177,572+132.1% | $154,803+166.2% | $142,382+189.4% |
| Participation rate | 35.0% | 82.1%-47.1pp | 78.1%-43.1pp | 80.1%-45.1pp |
| Annual return | 6.50% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $623 | $4,810-87.1% | $4,305-85.5% | $4,299-85.5% |
| Participant deferral / active EE | $3,890 | $6,272-38.0% | $5,540-29.8% | $6,507-40.2% |
| Admin fee / account holder | $9,085 | $16,786-45.9% | $14,329-36.6% | $12,624-28.0% |