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 | $7,825 | $165,335-95.3% | $149,696-94.8% | $158,922-95.1% |
| Participation rate | 56.5% | 84.6%-28.0pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 48.29% | 348.15%-299.9pp | 276.60%-228.3pp | 302.83%-254.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,803 | $7,181-47.0% | $6,842-44.4% | $5,982-36.4% |
| Admin fee / account holder | $1,067 | $10,807-90.1% | $9,309-88.5% | $11,246-90.5% |