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 7-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 | $14,550 | $54,701-73.4% | $86,188-83.1% | $71,457-79.6% |
| Participation rate | 43.0% | 60.1%-17.2pp | 69.0%-26.0pp | 67.9%-25.0pp |
| Annual return | 47.44% | 20.06%+27.4pp | 1168.45%-1121.0pp | 28.85%+18.6pp |
| Employer contribution / active EE | $495 | $1,265-60.9% | $2,380-79.2% | $2,588-80.9% |
| Participant deferral / active EE | $1,574 | $3,108-49.4% | $3,985-60.5% | $4,289-63.3% |
| Admin fee / account holder | $3,009 | $1,922+56.6% | $6,852-56.1% | $1,587+89.5% |