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 8-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 | $14,760 | $115,770-87.3% | $101,248-85.4% | $158,922-90.7% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 21.69% | 56.14%-34.4pp | 46.47%-24.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,138 | $4,175-72.7% | $3,660-68.9% | $4,761-76.1% |
| Participant deferral / active EE | $2,388 | $4,957-51.8% | $4,370-45.4% | $5,982-60.1% |
| Admin fee / account holder | $11,734 | $7,245+62.0% | $5,945+97.4% | $11,246+4.3% |