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 | $18,860 | $70,587-73.3% | $124,672-84.9% | $85,850-78.0% |
| Participation rate | 26.5% | 64.4%-37.9pp | 74.6%-48.1pp | 69.3%-42.8pp |
| Annual return | 15.11% | 20688.83%-20673.7pp | 5142.93%-5127.8pp | 318.53%-303.4pp |
| Employer contribution / active EE | $932 | $1,913-51.3% | $3,324-72.0% | $2,565-63.7% |
| Participant deferral / active EE | $1,646 | $2,969-44.6% | $4,614-64.3% | $3,952-58.4% |
| Admin fee / account holder | $347 | $5,282-93.4% | $7,493-95.4% | $6,260-94.5% |