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 | $499,147 | $202,318+146.7% | $172,739+189.0% | $152,861+226.5% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 31.89% | 1029.65%-997.8pp | 802.84%-771.0pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,016 | $5,856-82.7% | $5,143-80.3% | $4,762-78.7% |
| Participant deferral / active EE | $4,682 | $5,948-21.3% | $5,198-9.9% | $5,850-20.0% |
| Admin fee / account holder | $3,152 | $17,109-81.6% | $13,954-77.4% | $11,596-72.8% |