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.)
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 | $258,636 | $96,484+168.1% | $75,886+240.8% | $152,861+69.2% |
| Participation rate | 55.0% | 76.2%-21.2pp | 69.3%-14.3pp | 82.4%-27.4pp |
| Annual return | 3.14% | 33.98%-30.8pp | 30.76%-27.6pp | 345.32%-342.2pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,930 | $4,553-13.7% | $3,603+9.1% | $5,850-32.8% |
| Admin fee / account holder | $6,819 | $8,078-15.6% | $5,418+25.8% | $11,596-41.2% |