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 | $11,864 | $83,902-85.9% | $167,512-92.9% | $84,808-86.0% |
| Participation rate | 20.9% | 66.5%-45.5pp | 77.1%-56.1pp | 68.3%-47.4pp |
| Annual return | 16.94% | 91.55%-74.6pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $622 | $2,264-72.5% | $3,882-84.0% | $2,631-76.4% |
| Participant deferral / active EE | $1,589 | $4,442-64.2% | $6,405-75.2% | $4,212-62.3% |
| Admin fee / account holder | $1,856 | $7,915-76.5% | $9,769-81.0% | $7,344-74.7% |