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 10-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 | $14,885 | $48,570-69.4% | $130,648-88.6% | $72,985-79.6% |
| Participation rate | 41.5% | 58.6%-17.0pp | 71.7%-30.2pp | 69.5%-27.9pp |
| Annual return | 20.90% | 38.63%-17.7pp | 1708.96%-1688.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,478 | $2,384-38.0% | $3,603-59.0% | $3,607-59.0% |
| Admin fee / account holder | $408 | $3,549-88.5% | $5,464-92.5% | $5,124-92.0% |