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 | $18,598 | $226,064-91.8% | $182,532-89.8% | $152,861-87.8% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.0%-34.2pp | 82.4%-38.7pp |
| Annual return | 21.50% | 192.51%-171.0pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $622 | $4,978-87.5% | $4,076-84.8% | $4,762-86.9% |
| Participant deferral / active EE | $1,881 | $6,368-70.5% | $5,524-65.9% | $5,850-67.8% |
| Admin fee / account holder | $3,457 | $10,703-67.7% | $8,592-59.8% | $11,596-70.2% |