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 | $7,769 | $63,346-87.7% | $92,233-91.6% | $70,131-88.9% |
| Participation rate | 68.4% | 68.7%-0.3pp | 76.5%-8.1pp | 69.5%-1.1pp |
| Annual return | 45.98% | 530.12%-484.1pp | 176.28%-130.3pp | 73.14%-27.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,029 | $2,854+41.2% | $3,897+3.4% | $3,332+20.9% |
| Admin fee / account holder | $334 | $3,840-91.3% | $5,194-93.6% | $4,645-92.8% |