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 8-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 | $7,007 | $65,395-89.3% | $182,532-96.2% | $72,985-90.4% |
| Participation rate | 46.9% | 65.4%-18.6pp | 78.0%-31.1pp | 69.5%-22.6pp |
| Annual return | 47.05% | 27.68%+19.4pp | 148.54%-101.5pp | 81.00%-34.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,834 | $3,563-48.5% | $5,524-66.8% | $3,607-49.2% |
| Admin fee / account holder | $626 | $4,245-85.3% | $8,592-92.7% | $5,124-87.8% |