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 | $19,002 | $70,587-73.1% | $124,672-84.8% | $85,850-77.9% |
| Participation rate | 67.9% | 64.4%+3.4pp | 74.6%-6.8pp | 69.3%-1.5pp |
| Annual return | 28.16% | 20688.83%-20660.7pp | 5142.93%-5114.8pp | 318.53%-290.4pp |
| Employer contribution / active EE | $1,334 | $1,913-30.3% | $3,324-59.9% | $2,565-48.0% |
| Participant deferral / active EE | $4,469 | $2,969+50.5% | $4,614-3.1% | $3,952+13.1% |
| Admin fee / account holder | $450 | $5,282-91.5% | $7,493-94.0% | $6,260-92.8% |