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 | $281,554 | $144,119+95.4% | $117,854+138.9% | $147,584+90.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 19.20% | 531.15%-512.0pp | 335.08%-315.9pp | 578.55%-559.4pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,200 | $5,316-21.0% | $4,482-6.3% | $5,439-22.8% |
| Admin fee / account holder | $1,567 | $10,886-85.6% | $8,020-80.5% | $10,885-85.6% |