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 4-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 | $10,614 | $189,613-94.4% | $167,512-93.7% | $142,382-92.5% |
| Participation rate | 55.0% | 80.1%-25.1pp | 77.1%-22.1pp | 80.1%-25.1pp |
| Annual return | 22.40% | 2024.68%-2002.3pp | 1615.79%-1593.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,280 | $6,981-81.7% | $6,405-80.0% | $6,507-80.3% |
| Admin fee / account holder | $455 | $10,528-95.7% | $9,769-95.3% | $12,624-96.4% |