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 3-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 | $10,829 | $54,701-80.2% | $86,188-87.4% | $71,457-84.8% |
| Participation rate | 29.7% | 60.1%-30.4pp | 69.0%-39.3pp | 67.9%-38.2pp |
| Annual return | 2033.98% | 20.06%+2013.9pp | 1168.45%+865.5pp | 28.85%+2005.1pp |
| Employer contribution / active EE | $258 | $1,265-79.6% | $2,380-89.2% | $2,588-90.0% |
| Participant deferral / active EE | $1,742 | $3,108-43.9% | $3,985-56.3% | $4,289-59.4% |
| Admin fee / account holder | $4,105 | $1,922+113.6% | $6,852-40.1% | $1,587+158.6% |