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 5-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 | $988,270 | $88,751+1013.5% | $81,812+1108.0% | $145,922+577.3% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.3%-55.7pp | 80.3%-63.6pp |
| Annual return | 41.24% | 1025.40%-984.2pp | 773.79%-732.5pp | 561.29%-520.0pp |
| Employer contribution / active EE | $308 | $3,083-90.0% | $2,912-89.4% | $4,660-93.4% |
| Participant deferral / active EE | $769 | $4,643-83.4% | $4,319-82.2% | $6,688-88.5% |
| Admin fee / account holder | $567 | $8,415-93.3% | $7,386-92.3% | $13,397-95.8% |