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 | $930,866 | $175,202+431.3% | $149,673+521.9% | $139,434+567.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 13.17% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $235 | $5,474-95.7% | $4,818-95.1% | $4,751-95.0% |
| Participant deferral / active EE | $2,991 | $6,519-54.1% | $5,680-47.4% | $6,710-55.4% |
| Admin fee / account holder | $45,248 | $16,150+180.2% | $13,210+242.5% | $11,403+296.8% |