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 4-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 | $15,994 | $89,652-82.2% | $141,162-88.7% | $65,185-75.5% |
| Participation rate | 47.7% | 74.7%-27.0pp | 82.5%-34.8pp | 70.2%-22.5pp |
| Annual return | 135.68% | 32.79%+102.9pp | 71.39%+64.3pp | 29.38%+106.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,490 | $5,691-21.1% | $6,709-33.1% | $3,514+27.8% |
| Admin fee / account holder | $1,108 | $569+95.0% | $10,261-89.2% | $847+30.9% |