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 4-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 | $4,524 | $102,604-95.6% | $86,188-94.8% | $139,434-96.8% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.0%-33.2pp | 80.3%-44.6pp |
| Annual return | 75.88% | 1922.51%-1846.6pp | 1168.45%-1092.6pp | 372.94%-297.1pp |
| Employer contribution / active EE | $425 | $3,032-86.0% | $2,380-82.1% | $4,751-91.0% |
| Participant deferral / active EE | $1,238 | $4,676-73.5% | $3,985-68.9% | $6,710-81.6% |
| Admin fee / account holder | $358 | $8,657-95.9% | $6,852-94.8% | $11,403-96.9% |