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 | $8,136 | $105,181-92.3% | $159,436-94.9% | $85,850-90.5% |
| Participation rate | 57.5% | 75.8%-18.2pp | 82.8%-25.3pp | 69.3%-11.8pp |
| Annual return | 16.47% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,408 | $3,318-57.6% | $4,829-70.9% | $2,565-45.1% |
| Participant deferral / active EE | $4,388 | $5,945-26.2% | $7,352-40.3% | $3,952+11.1% |
| Admin fee / account holder | $2,232 | $6,933-67.8% | $10,799-79.3% | $6,260-64.3% |