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 3-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 | $9,236 | $189,613-95.1% | $167,512-94.5% | $142,382-93.5% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 26.39% | 2024.68%-1998.3pp | 1615.79%-1589.4pp | 217.08%-190.7pp |
| Employer contribution / active EE | $766 | $4,349-82.4% | $3,882-80.3% | $4,299-82.2% |
| Participant deferral / active EE | $1,410 | $6,981-79.8% | $6,405-78.0% | $6,507-78.3% |
| Admin fee / account holder | $2,371 | $10,528-77.5% | $9,769-75.7% | $12,624-81.2% |