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 | $18,715 | $209,832-91.1% | $189,513-90.1% | $167,490-88.8% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 24.29% | 748.27%-724.0pp | 555.15%-530.9pp | 478.56%-454.3pp |
| Employer contribution / active EE | $2,454 | $6,914-64.5% | $6,162-60.2% | $4,837-49.3% |
| Participant deferral / active EE | $4,684 | $8,935-47.6% | $8,221-43.0% | $6,341-26.1% |
| Admin fee / account holder | $3,622 | $14,293-74.7% | $12,045-69.9% | $12,309-70.6% |