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 | $308,943 | $217,402+42.1% | $185,823+66.3% | $167,490+84.5% |
| Participation rate | 22.2% | 86.0%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 23.79% | 148.36%-124.6pp | 122.05%-98.3pp | 478.56%-454.8pp |
| Employer contribution / active EE | $950 | $5,873-83.8% | $5,167-81.6% | $4,837-80.4% |
| Participant deferral / active EE | $3,089 | $6,356-51.4% | $5,568-44.5% | $6,341-51.3% |
| Admin fee / account holder | $4,399 | $19,811-77.8% | $16,237-72.9% | $12,309-64.3% |