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 | $19,149 | $157,256-87.8% | $141,162-86.4% | $152,861-87.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 78.07% | 64.32%+13.7pp | 71.39%+6.7pp | 345.32%-267.2pp |
| Employer contribution / active EE | $5,696 | $5,261+8.3% | $4,735+20.3% | $4,762+19.6% |
| Participant deferral / active EE | $11,337 | $7,109+59.5% | $6,709+69.0% | $5,850+93.8% |
| Admin fee / account holder | $2,997 | $12,120-75.3% | $10,261-70.8% | $11,596-74.2% |