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 10-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 | $16,672 | $85,766-80.6% | $136,294-87.8% | $70,131-76.2% |
| Participation rate | 63.4% | 74.2%-10.8pp | 81.9%-18.5pp | 69.5%-6.2pp |
| Annual return | 60.70% | 31.45%+29.2pp | 5155.94%-5095.2pp | 73.14%-12.4pp |
| Employer contribution / active EE | $1,017 | $2,966-65.7% | $4,695-78.3% | $2,342-56.6% |
| Participant deferral / active EE | $3,441 | $5,051-31.9% | $6,247-44.9% | $3,332+3.3% |
| Admin fee / account holder | $1,557 | $5,420-71.3% | $9,243-83.2% | $4,645-66.5% |