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 | $14,563 | $62,327-76.6% | $120,354-87.9% | $74,495-80.5% |
| Participation rate | 64.2% | 56.8%+7.4pp | 71.9%-7.7pp | 67.2%-3.0pp |
| Annual return | 14.63% | 18.61%-4.0pp | 107.15%-92.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $757 | $1,843-58.9% | $3,463-78.1% | $2,623-71.1% |
| Participant deferral / active EE | $1,543 | $2,893-46.7% | $4,991-69.1% | $4,346-64.5% |
| Admin fee / account holder | $423 | $2,396-82.4% | $9,423-95.5% | $1,942-78.2% |