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 7-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 | $24,939 | $59,417-58.0% | $93,606-73.4% | $74,495-66.5% |
| Participation rate | 33.9% | 59.7%-25.8pp | 68.7%-34.8pp | 67.2%-33.3pp |
| Annual return | 13.67% | 81.83%-68.2pp | 133.20%-119.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $794 | $1,264-37.2% | $2,420-67.2% | $2,623-69.7% |
| Participant deferral / active EE | $1,947 | $3,050-36.2% | $4,411-55.9% | $4,346-55.2% |
| Admin fee / account holder | $1,070 | $3,021-64.6% | $8,285-87.1% | $1,942-44.9% |