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 5-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 | $17,832 | $100,923-82.3% | $150,045-88.1% | $74,304-76.0% |
| Participation rate | 58.5% | 70.1%-11.6pp | 82.3%-23.8pp | 60.3%-1.8pp |
| Annual return | 874.49% | 51.77%+822.7pp | 62.55%+811.9pp | 29.43%+845.1pp |
| Employer contribution / active EE | $791 | $3,463-77.2% | $4,693-83.1% | $2,241-64.7% |
| Participant deferral / active EE | $2,619 | $6,709-61.0% | $7,997-67.2% | $3,767-30.5% |
| Admin fee / account holder | $441 | $2,767-84.1% | $13,435-96.7% | $2,969-85.2% |