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 | $19,107 | $81,625-76.6% | $167,512-88.6% | $74,304-74.3% |
| Participation rate | 47.2% | 60.0%-12.8pp | 77.1%-29.8pp | 60.3%-13.1pp |
| Annual return | 17.74% | 26.09%-8.4pp | 1615.79%-1598.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,594 | $4,115-61.3% | $6,405-75.1% | $3,767-57.7% |
| Admin fee / account holder | $603 | $3,474-82.6% | $9,769-93.8% | $2,969-79.7% |