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 | $7,097 | $152,587-95.3% | $125,175-94.3% | $152,861-95.4% |
| Participation rate | 46.7% | 83.3%-36.7pp | 79.8%-33.1pp | 82.4%-35.8pp |
| Annual return | 65.73% | 54.84%+10.9pp | 43.79%+21.9pp | 345.32%-279.6pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,347 | $5,868-60.0% | $4,937-52.5% | $5,850-59.9% |
| Admin fee / account holder | $386 | $13,434-97.1% | $9,702-96.0% | $11,596-96.7% |