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 | $256,378 | $183,519+39.7% | $155,509+64.9% | $145,922+75.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 13.89% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $907 | $5,313-82.9% | $4,672-80.6% | $4,660-80.5% |
| Participant deferral / active EE | $3,025 | $6,462-53.2% | $5,626-46.2% | $6,688-54.8% |
| Admin fee / account holder | $10,854 | $19,313-43.8% | $15,912-31.8% | $13,397-19.0% |