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 | $20,775 | $217,402-90.4% | $185,823-88.8% | $167,490-87.6% |
| Participation rate | 23.1% | 86.0%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 17.42% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,885 | $6,356-54.6% | $5,568-48.2% | $6,341-54.5% |
| Admin fee / account holder | $814 | $19,811-95.9% | $16,237-95.0% | $12,309-93.4% |