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 3-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 | $26,372 | $88,083-70.1% | $164,813-84.0% | $74,495-64.6% |
| Participation rate | 56.1% | 73.0%-17.0pp | 78.6%-22.5pp | 67.2%-11.1pp |
| Annual return | 128.45% | 17.26%+111.2pp | 69.93%+58.5pp | 1364.94%-1236.5pp |
| Employer contribution / active EE | $1,997 | $2,593-23.0% | $4,341-54.0% | $2,623-23.9% |
| Participant deferral / active EE | $3,921 | $4,498-12.8% | $6,031-35.0% | $4,346-9.8% |
| Admin fee / account holder | $628 | $2,234-71.9% | $12,690-95.1% | $1,942-67.7% |