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 | $17,847 | $89,355-80.0% | $141,162-87.4% | $72,985-75.5% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 31.75% | 111.85%-80.1pp | 71.39%-39.6pp | 81.00%-49.2pp |
| Employer contribution / active EE | $1,975 | $3,114-36.6% | $4,735-58.3% | $2,440-19.1% |
| Participant deferral / active EE | $3,172 | $5,418-41.4% | $6,709-52.7% | $3,607-12.1% |
| Admin fee / account holder | $619 | $5,958-89.6% | $10,261-94.0% | $5,124-87.9% |