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 7-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 | $18,947 | $105,181-82.0% | $159,436-88.1% | $85,850-77.9% |
| Participation rate | 63.8% | 75.8%-11.9pp | 82.8%-19.0pp | 69.3%-5.5pp |
| Annual return | 115.03% | 45.07%+70.0pp | 263.57%-148.5pp | 318.53%-203.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,561 | $5,945+44.0% | $7,352+16.4% | $3,952+116.6% |
| Admin fee / account holder | $3,225 | $6,933-53.5% | $10,799-70.1% | $6,260-48.5% |