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 4-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 | $4,501 | $85,022-94.7% | $70,515-93.6% | $139,434-96.8% |
| Participation rate | 41.7% | 73.9%-32.2pp | 68.3%-26.7pp | 80.3%-38.7pp |
| Annual return | 283.21% | 30.38%+252.8pp | 32.77%+250.4pp | 372.94%-89.7pp |
| Employer contribution / active EE | $1,351 | $3,909-65.4% | $2,973-54.6% | $4,751-71.6% |
| Participant deferral / active EE | $1,817 | $5,890-69.1% | $4,567-60.2% | $6,710-72.9% |
| Admin fee / account holder | $3,193 | $8,906-64.2% | $6,412-50.2% | $11,403-72.0% |