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 9-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 | $18,700 | $112,096-83.3% | $95,952-80.5% | $158,922-88.2% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 14.34% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,213 | $3,198-62.1% | $2,541-52.3% | $4,761-74.5% |
| Participant deferral / active EE | $1,711 | $4,784-64.2% | $4,167-58.9% | $5,982-71.4% |
| Admin fee / account holder | $2,030 | $10,130-80.0% | $6,795-70.1% | $11,246-82.0% |