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 | $11,367 | $105,998-89.3% | $92,233-87.7% | $147,584-92.3% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 55.89% | 50.05%+5.8pp | 176.28%-120.4pp | 578.55%-522.7pp |
| Employer contribution / active EE | $832 | $4,333-80.8% | $3,679-77.4% | $4,876-82.9% |
| Participant deferral / active EE | $2,380 | $4,478-46.9% | $3,897-38.9% | $5,439-56.2% |
| Admin fee / account holder | $2,241 | $6,332-64.6% | $5,194-56.8% | $10,885-79.4% |