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 | $23,252 | $91,538-74.6% | $129,995-82.1% | $75,163-69.1% |
| Participation rate | 57.1% | 71.4%-14.3pp | 78.5%-21.3pp | 67.2%-10.0pp |
| Annual return | 32.15% | -631.11%+663.3pp | -137.18%+169.3pp | 160.62%-128.5pp |
| Employer contribution / active EE | $1,719 | $2,845-39.6% | $4,320-60.2% | $2,670-35.6% |
| Participant deferral / active EE | $3,480 | $4,341-19.8% | $5,820-40.2% | $4,125-15.6% |
| Admin fee / account holder | $3,628 | $6,790-46.6% | $10,614-65.8% | $5,651-35.8% |