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 | $9,616 | $150,440-93.6% | $136,294-92.9% | $147,584-93.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 656.18% | 1049.08%-392.9pp | 5155.94%-4499.8pp | 578.55%+77.6pp |
| Employer contribution / active EE | $1,185 | $5,256-77.5% | $4,695-74.8% | $4,876-75.7% |
| Participant deferral / active EE | $4,222 | $6,630-36.3% | $6,247-32.4% | $5,439-22.4% |
| Admin fee / account holder | $385 | $10,905-96.5% | $9,243-95.8% | $10,885-96.5% |