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 | $12,960 | $58,927-78.0% | $76,817-83.1% | $72,985-82.2% |
| Participation rate | 56.3% | 67.3%-11.1pp | 72.1%-15.8pp | 69.5%-13.2pp |
| Annual return | 25.75% | 2305.64%-2279.9pp | 1166.11%-1140.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,106 | $1,787-38.1% | $2,302-52.0% | $2,440-54.7% |
| Participant deferral / active EE | $1,879 | $2,690-30.2% | $3,336-43.7% | $3,607-47.9% |
| Admin fee / account holder | $2,056 | $4,013-48.8% | $6,420-68.0% | $5,124-59.9% |