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 | $289,340 | $95,803+202.0% | $113,168+155.7% | $84,808+241.2% |
| Participation rate | 51.7% | 72.9%-21.1pp | 76.6%-24.8pp | 68.3%-16.6pp |
| Annual return | 14.60% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $545 | $2,360-76.9% | $2,975-81.7% | $2,631-79.3% |
| Participant deferral / active EE | $3,906 | $4,242-7.9% | $5,107-23.5% | $4,212-7.2% |
| Admin fee / account holder | $2,160 | $8,989-76.0% | $12,068-82.1% | $7,344-70.6% |