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 | $19,834 | $102,317-80.6% | $146,958-86.5% | $80,856-75.5% |
| Participation rate | 51.1% | 75.8%-24.7pp | 82.2%-31.0pp | 67.6%-16.5pp |
| Annual return | 15.68% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,656 | $3,713-55.4% | $4,933-66.4% | $2,755-39.9% |
| Participant deferral / active EE | $3,821 | $6,644-42.5% | $8,070-52.7% | $4,296-11.1% |
| Admin fee / account holder | $683 | $7,941-91.4% | $12,998-94.7% | $6,918-90.1% |