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 | $409,683 | $148,534+175.8% | $135,903+201.5% | $139,434+193.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 23.90% | 79.19%-55.3pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $776 | $5,243-85.2% | $4,856-84.0% | $4,751-83.7% |
| Participant deferral / active EE | $9,400 | $8,100+16.0% | $7,758+21.2% | $6,710+40.1% |
| Admin fee / account holder | $1,247 | $12,400-89.9% | $10,762-88.4% | $11,403-89.1% |