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 7-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 | $4,640 | $57,281-91.9% | $86,612-94.6% | $75,163-93.8% |
| Participation rate | 55.8% | 63.2%-7.4pp | 71.7%-15.9pp | 67.2%-11.4pp |
| Annual return | 14.05% | 2670.75%-2656.7pp | 591.07%-577.0pp | 160.62%-146.6pp |
| Employer contribution / active EE | $839 | $2,314-63.7% | $3,022-72.2% | $2,670-68.6% |
| Participant deferral / active EE | $1,576 | $3,318-52.5% | $4,438-64.5% | $4,125-61.8% |
| Admin fee / account holder | $2,507 | $4,112-39.0% | $5,614-55.3% | $5,651-55.6% |