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 4-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 | $8,702 | $111,724-92.2% | $93,606-90.7% | $145,922-94.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.03% | 202.98%-191.9pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,117 | $3,090-63.8% | $2,420-53.8% | $4,660-76.0% |
| Participant deferral / active EE | $1,412 | $4,912-71.2% | $4,411-68.0% | $6,688-78.9% |
| Admin fee / account holder | $2,579 | $10,250-74.8% | $8,285-68.9% | $13,397-80.8% |