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 8-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 | $15,181 | $176,662-91.4% | $130,648-88.4% | $152,861-90.1% |
| Participation rate | 68.4% | 79.0%-10.5pp | 71.7%-3.3pp | 82.4%-14.0pp |
| Annual return | 32.56% | 2692.24%-2659.7pp | 1708.96%-1676.4pp | 345.32%-312.8pp |
| Employer contribution / active EE | $1,414 | $5,742-75.4% | $4,092-65.4% | $4,762-70.3% |
| Participant deferral / active EE | $2,952 | $4,361-32.3% | $3,603-18.1% | $5,850-49.5% |
| Admin fee / account holder | $2,926 | $7,133-59.0% | $5,464-46.5% | $11,596-74.8% |