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 | $15,764 | $106,890-85.3% | $84,015-81.2% | $152,861-89.7% |
| Participation rate | 37.5% | 75.2%-37.7pp | 69.0%-31.5pp | 82.4%-44.9pp |
| Annual return | 168.62% | 104.99%+63.6pp | 71.31%+97.3pp | 345.32%-176.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,265 | $4,011+6.3% | $3,239+31.7% | $5,850-27.1% |
| Admin fee / account holder | $1,386 | $8,285-83.3% | $6,101-77.3% | $11,596-88.0% |