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 | $11,417 | $112,881-89.9% | $90,951-87.4% | $158,922-92.8% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 19.35% | 215.79%-196.4pp | 134.60%-115.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,701 | $4,128-58.8% | $3,373-49.6% | $5,982-71.6% |
| Admin fee / account holder | $814 | $8,041-89.9% | $5,959-86.3% | $11,246-92.8% |