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 | $18,029 | $180,449-90.0% | $154,107-88.3% | $135,375-86.7% |
| Participation rate | 61.9% | 87.4%-25.5pp | 83.0%-21.1pp | 82.6%-20.7pp |
| Annual return | 34.94% | 888.09%-853.1pp | 735.12%-700.2pp | 519.73%-484.8pp |
| Employer contribution / active EE | $1,357 | $6,035-77.5% | $5,298-74.4% | $4,779-71.6% |
| Participant deferral / active EE | $2,530 | $5,806-56.4% | $5,081-50.2% | $5,609-54.9% |
| Admin fee / account holder | $1,017 | $16,143-93.7% | $13,411-92.4% | $10,827-90.6% |