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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,386 | $171,865-85.2% | $149,718-83.0% | $147,584-82.8% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 15.88% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $156 | $6,275-97.5% | $5,445-97.1% | $4,876-96.8% |
| Participant deferral / active EE | $4,677 | $7,271-35.7% | $6,569-28.8% | $5,439-14.0% |
| Admin fee / account holder | $1,460 | $13,799-89.4% | $11,283-87.1% | $10,885-86.6% |