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.
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.)
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 | $279,761 | $89,753+211.7% | $107,525+160.2% | $84,808+229.9% |
| Participation rate | 18.1% | 68.1%-50.0pp | 75.1%-57.0pp | 68.3%-50.2pp |
| Annual return | 17.24% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,162 | $3,113-62.7% | $3,754-69.0% | $2,631-55.8% |
| Participant deferral / active EE | $1,313 | $4,056-67.6% | $5,116-74.3% | $4,212-68.8% |
| Admin fee / account holder | $5,024 | $7,222-30.4% | $8,919-43.7% | $7,344-31.6% |