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 9-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 | $10,510 | $112,881-90.7% | $90,951-88.4% | $158,922-93.4% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 33.91% | 215.79%-181.9pp | 134.60%-100.7pp | 302.83%-268.9pp |
| Employer contribution / active EE | $1,643 | $2,893-43.2% | $2,122-22.6% | $4,761-65.5% |
| Participant deferral / active EE | $4,341 | $4,128+5.2% | $3,373+28.7% | $5,982-27.4% |
| Admin fee / account holder | $2,290 | $8,041-71.5% | $5,959-61.6% | $11,246-79.6% |