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 6-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.
Participant 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 | $375,496 | $179,726+108.9% | $156,263+140.3% | $142,382+163.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | -5.82% | 77.86%-83.7pp | 59.47%-65.3pp | 217.08%-222.9pp |
| Employer contribution / active EE | $1,131 | $5,069-77.7% | $4,333-73.9% | $4,299-73.7% |
| Participant deferral / active EE | $1,227 | $6,956-82.4% | $6,158-80.1% | $6,507-81.1% |
| Admin fee / account holder | $983 | $17,272-94.3% | $14,255-93.1% | $12,624-92.2% |