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 5-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 | $8,426 | $175,202-95.2% | $149,673-94.4% | $139,434-94.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 31.08% | 166.71%-135.6pp | 134.42%-103.3pp | 372.94%-341.9pp |
| Employer contribution / active EE | $3,360 | $5,474-38.6% | $4,818-30.3% | $4,751-29.3% |
| Participant deferral / active EE | $10,344 | $6,519+58.7% | $5,680+82.1% | $6,710+54.2% |
| Admin fee / account holder | $320 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |