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 | $23,342 | $102,317-77.2% | $146,958-84.1% | $80,856-71.1% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.2%-12.3pp | 67.6%+2.2pp |
| Annual return | 11.94% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,065 | $3,713-44.4% | $4,933-58.1% | $2,755-25.0% |
| Participant deferral / active EE | $2,686 | $6,644-59.6% | $8,070-66.7% | $4,296-37.5% |
| Admin fee / account holder | $1,938 | $7,941-75.6% | $12,998-85.1% | $6,918-72.0% |