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 9-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 | $8,362 | $202,318-95.9% | $172,739-95.2% | $152,861-94.5% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 26.42% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,566 | $5,856-73.3% | $5,143-69.6% | $4,762-67.1% |
| Participant deferral / active EE | $2,205 | $5,948-62.9% | $5,198-57.6% | $5,850-62.3% |
| Admin fee / account holder | $2,433 | $17,109-85.8% | $13,954-82.6% | $11,596-79.0% |