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 | $21,784 | $150,440-85.5% | $136,294-84.0% | $147,584-85.2% |
| Participation rate | 56.5% | 84.4%-27.9pp | 81.9%-25.4pp | 82.8%-26.3pp |
| Annual return | 30.13% | 1049.08%-1019.0pp | 5155.94%-5125.8pp | 578.55%-548.4pp |
| Employer contribution / active EE | $1,021 | $5,256-80.6% | $4,695-78.3% | $4,876-79.1% |
| Participant deferral / active EE | $2,321 | $6,630-65.0% | $6,247-62.8% | $5,439-57.3% |
| Admin fee / account holder | $304 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |