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 | $29,000 | $202,318-85.7% | $172,739-83.2% | $152,861-81.0% |
| Participation rate | 38.9% | 87.1%-48.2pp | 82.6%-43.8pp | 82.4%-43.6pp |
| Annual return | 18.19% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,840 | $5,856-68.6% | $5,143-64.2% | $4,762-61.4% |
| Participant deferral / active EE | $2,421 | $5,948-59.3% | $5,198-53.4% | $5,850-58.6% |
| Admin fee / account holder | $5,491 | $17,109-67.9% | $13,954-60.6% | $11,596-52.7% |