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 | $17,364 | $85,766-79.8% | $136,294-87.3% | $70,131-75.2% |
| Participation rate | 58.5% | 74.2%-15.7pp | 81.9%-23.4pp | 69.5%-11.1pp |
| Annual return | 73.16% | 31.45%+41.7pp | 5155.94%-5082.8pp | 73.14%0pp |
| Employer contribution / active EE | $1,203 | $2,966-59.4% | $4,695-74.4% | $2,342-48.7% |
| Participant deferral / active EE | $2,693 | $5,051-46.7% | $6,247-56.9% | $3,332-19.2% |
| Admin fee / account holder | $1,316 | $5,420-75.7% | $9,243-85.8% | $4,645-71.7% |