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 | $16,093 | $112,096-85.6% | $95,952-83.2% | $158,922-89.9% |
| Participation rate | 40.9% | 79.0%-38.1pp | 77.1%-36.2pp | 82.0%-41.0pp |
| Annual return | 18.37% | 171.09%-152.7pp | 91.61%-73.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,797 | $4,784-62.4% | $4,167-56.9% | $5,982-70.0% |
| Admin fee / account holder | $2,682 | $10,130-73.5% | $6,795-60.5% | $11,246-76.2% |