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 | $19,068 | $103,376-81.6% | $87,100-78.1% | $152,861-87.5% |
| Participation rate | 68.2% | 79.3%-11.2pp | 76.9%-8.7pp | 82.4%-14.3pp |
| Annual return | 223.36% | 28.10%+195.3pp | 28.19%+195.2pp | 345.32%-122.0pp |
| Employer contribution / active EE | $1,068 | $3,220-66.8% | $2,521-57.6% | $4,762-77.6% |
| Participant deferral / active EE | $4,648 | $4,778-2.7% | $4,049+14.8% | $5,850-20.6% |
| Admin fee / account holder | $2,159 | $12,205-82.3% | $7,497-71.2% | $11,596-81.4% |