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 9-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 | $19,513 | $152,587-87.2% | $125,175-84.4% | $152,861-87.2% |
| Participation rate | 47.6% | 83.3%-35.7pp | 79.8%-32.2pp | 82.4%-34.8pp |
| Annual return | 25.77% | 54.84%-29.1pp | 43.79%-18.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,353 | $4,946-52.4% | $3,865-39.1% | $4,762-50.6% |
| Participant deferral / active EE | $3,146 | $5,868-46.4% | $4,937-36.3% | $5,850-46.2% |
| Admin fee / account holder | $501 | $13,434-96.3% | $9,702-94.8% | $11,596-95.7% |