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 | $15,470 | $107,334-85.6% | $92,893-83.3% | $152,861-89.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 35.44% | 145.58%-110.1pp | 109.41%-74.0pp | 345.32%-309.9pp |
| Employer contribution / active EE | $831 | $4,221-80.3% | $3,653-77.2% | $4,762-82.5% |
| Participant deferral / active EE | $3,378 | $4,845-30.3% | $4,236-20.3% | $5,850-42.3% |
| Admin fee / account holder | $3,360 | $7,079-52.5% | $5,794-42.0% | $11,596-71.0% |