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 9-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 | $23,333 | $152,587-84.7% | $125,175-81.4% | $152,861-84.7% |
| Participation rate | 47.8% | 83.3%-35.5pp | 79.8%-32.0pp | 82.4%-34.6pp |
| Annual return | 25.08% | 54.84%-29.8pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,137 | $4,946-77.0% | $3,865-70.6% | $4,762-76.1% |
| Participant deferral / active EE | $2,987 | $5,868-49.1% | $4,937-39.5% | $5,850-48.9% |
| Admin fee / account holder | $1,971 | $13,434-85.3% | $9,702-79.7% | $11,596-83.0% |