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 | $22,576 | $102,317-77.9% | $146,958-84.6% | $80,856-72.1% |
| Participation rate | 56.5% | 75.8%-19.3pp | 82.2%-25.6pp | 67.6%-11.1pp |
| Annual return | 54.07% | 134.76%-80.7pp | 418.34%-364.3pp | 35.59%+18.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,121 | $6,644-7.9% | $8,070-24.2% | $4,296+42.5% |
| Admin fee / account holder | $688 | $7,941-91.3% | $12,998-94.7% | $6,918-90.1% |