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 5-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 | $6,555 | $49,922-86.9% | $80,569-91.9% | $75,163-91.3% |
| Participation rate | 42.9% | 55.3%-12.4pp | 67.0%-24.1pp | 67.2%-24.3pp |
| Annual return | 17.22% | 34.69%-17.5pp | 935.43%-918.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,134 | $1,698-33.2% | $2,723-58.4% | $2,670-57.5% |
| Participant deferral / active EE | $2,327 | $2,990-22.2% | $4,447-47.7% | $4,125-43.6% |
| Admin fee / account holder | $1,481 | $3,577-58.6% | $5,377-72.5% | $5,651-73.8% |