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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $305,238 | $214,378+42.4% | $200,582+52.2% | $142,382+114.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 10.79% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,344 | $6,841-80.4% | $6,419-79.1% | $4,299-68.7% |
| Participant deferral / active EE | $11,245 | $9,865+14.0% | $9,331+20.5% | $6,507+72.8% |
| Admin fee / account holder | $7,563 | $17,692-57.3% | $16,305-53.6% | $12,624-40.1% |