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 5-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 | $11,629 | $63,861-81.8% | $104,607-88.9% | $79,858-85.4% |
| Participation rate | 64.6% | 64.9%-0.3pp | 74.1%-9.5pp | 69.6%-5.0pp |
| Annual return | 41.23% | 21.30%+19.9pp | 340.46%-299.2pp | 31.71%+9.5pp |
| Employer contribution / active EE | $1,996 | $1,588+25.6% | $2,681-25.6% | $2,471-19.2% |
| Participant deferral / active EE | $4,729 | $2,693+75.6% | $3,740+26.5% | $3,740+26.4% |
| Admin fee / account holder | $1,155 | $4,185-72.4% | $6,473-82.2% | $5,306-78.2% |