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 6-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 | $13,521 | $105,181-87.1% | $159,436-91.5% | $85,850-84.3% |
| Participation rate | 69.6% | 75.8%-6.1pp | 82.8%-13.2pp | 69.3%+0.3pp |
| Annual return | 124.57% | 45.07%+79.5pp | 263.57%-139.0pp | 318.53%-194.0pp |
| Employer contribution / active EE | $2,237 | $3,318-32.6% | $4,829-53.7% | $2,565-12.8% |
| Participant deferral / active EE | $5,053 | $5,945-15.0% | $7,352-31.3% | $3,952+27.9% |
| Admin fee / account holder | $652 | $6,933-90.6% | $10,799-94.0% | $6,260-89.6% |