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 | $17,860 | $106,890-83.3% | $84,015-78.7% | $152,861-88.3% |
| Participation rate | 52.9% | 75.2%-22.3pp | 69.0%-16.1pp | 82.4%-29.5pp |
| Annual return | 22.29% | 104.99%-82.7pp | 71.31%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,030 | $2,734-62.3% | $1,983-48.0% | $4,762-78.4% |
| Participant deferral / active EE | $1,860 | $4,011-53.6% | $3,239-42.6% | $5,850-68.2% |
| Admin fee / account holder | $614 | $8,285-92.6% | $6,101-89.9% | $11,596-94.7% |