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 | $13,551 | $78,672-82.8% | $109,143-87.6% | $85,850-84.2% |
| Participation rate | 47.2% | 68.3%-21.1pp | 75.9%-28.7pp | 69.3%-22.1pp |
| Annual return | 13.09% | 25.09%-12.0pp | 25.75%-12.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,115 | $3,467-10.2% | $4,653-33.1% | $3,952-21.2% |
| Admin fee / account holder | $1,090 | $5,469-80.1% | $6,752-83.9% | $6,260-82.6% |