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.
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 | $14,763 | $183,963-92.0% | $162,163-90.9% | $152,861-90.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 32.01% | 150.76%-118.8pp | 115.59%-83.6pp | 345.32%-313.3pp |
| Employer contribution / active EE | $3,458 | $6,371-45.7% | $5,614-38.4% | $4,762-27.4% |
| Participant deferral / active EE | $4,267 | $8,034-46.9% | $7,298-41.5% | $5,850-27.1% |
| Admin fee / account holder | $1,563 | $13,121-88.1% | $10,843-85.6% | $11,596-86.5% |