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 | $10,823 | $104,907-89.7% | $84,611-87.2% | $152,861-92.9% |
| Participation rate | 21.7% | 74.8%-53.1pp | 68.2%-46.5pp | 82.4%-60.7pp |
| Annual return | 41.78% | 373.79%-332.0pp | 258.74%-217.0pp | 345.32%-303.5pp |
| Employer contribution / active EE | $749 | $3,302-77.3% | $2,652-71.8% | $4,762-84.3% |
| Participant deferral / active EE | $1,828 | $4,688-61.0% | $3,899-53.1% | $5,850-68.7% |
| Admin fee / account holder | $4,825 | $6,241-22.7% | $4,912-1.8% | $11,596-58.4% |