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 | $353,683 | $176,812+100.0% | $146,665+141.2% | $167,490+111.2% |
| Participation rate | 41.7% | 83.6%-41.9pp | 80.1%-38.4pp | 82.1%-40.4pp |
| Annual return | 20.63% | 24.03%-3.4pp | 22.74%-2.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $562 | $5,160-89.1% | $4,136-86.4% | $4,837-88.4% |
| Participant deferral / active EE | $2,902 | $6,440-54.9% | $5,506-47.3% | $6,341-54.2% |
| Admin fee / account holder | $1,667 | $13,259-87.4% | $10,280-83.8% | $12,309-86.5% |