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 | $8,436 | $118,680-92.9% | $98,907-91.5% | $158,922-94.7% |
| Participation rate | 56.5% | 77.8%-21.3pp | 76.0%-19.5pp | 82.0%-25.4pp |
| Annual return | 5.72% | 372.35%-366.6pp | 196.43%-190.7pp | 302.83%-297.1pp |
| Employer contribution / active EE | $837 | $3,333-74.9% | $2,689-68.9% | $4,761-82.4% |
| Participant deferral / active EE | $1,685 | $5,088-66.9% | $4,244-60.3% | $5,982-71.8% |
| Admin fee / account holder | $1,132 | $10,131-88.8% | $6,642-83.0% | $11,246-89.9% |