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 | $14,923 | $175,202-91.5% | $149,673-90.0% | $139,434-89.3% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.3pp | 80.3%-11.9pp |
| Annual return | 18.89% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,431 | $6,519-32.0% | $5,680-22.0% | $6,710-34.0% |
| Admin fee / account holder | $698 | $16,150-95.7% | $13,210-94.7% | $11,403-93.9% |