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 | $14,943 | $85,766-82.6% | $136,294-89.0% | $70,131-78.7% |
| Participation rate | 58.1% | 74.2%-16.1pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,034 | $2,966+2.3% | $4,695-35.4% | $2,342+29.5% |
| Participant deferral / active EE | $5,639 | $5,051+11.6% | $6,247-9.7% | $3,332+69.3% |
| Admin fee / account holder | $536 | $5,420-90.1% | $9,243-94.2% | $4,645-88.5% |