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 | $343,673 | $89,753+282.9% | $107,525+219.6% | $84,808+305.2% |
| Participation rate | 7.8% | 68.1%-60.2pp | 75.1%-67.2pp | 68.3%-60.5pp |
| Annual return | 13.62% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $688 | $3,113-77.9% | $3,754-81.7% | $2,631-73.8% |
| Participant deferral / active EE | $1,905 | $4,056-53.0% | $5,116-62.8% | $4,212-54.8% |
| Admin fee / account holder | $1,472 | $7,222-79.6% | $8,919-83.5% | $7,344-80.0% |