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 5-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 | $19,669 | $176,056-88.8% | $159,436-87.7% | $167,490-88.3% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 37.82% | 331.75%-293.9pp | 263.57%-225.7pp | 478.56%-440.7pp |
| Employer contribution / active EE | $2,584 | $5,297-51.2% | $4,829-46.5% | $4,837-46.6% |
| Participant deferral / active EE | $4,766 | $7,750-38.5% | $7,352-35.2% | $6,341-24.8% |
| Admin fee / account holder | $1,881 | $12,554-85.0% | $10,799-82.6% | $12,309-84.7% |