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 | $16,839 | $85,766-80.4% | $136,294-87.6% | $70,131-76.0% |
| Participation rate | 51.6% | 74.2%-22.6pp | 81.9%-30.4pp | 69.5%-18.0pp |
| Annual return | 20.18% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,705 | $5,051-46.5% | $6,247-56.7% | $3,332-18.8% |
| Admin fee / account holder | $707 | $5,420-87.0% | $9,243-92.4% | $4,645-84.8% |