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 | $11,334 | $54,517-79.2% | $75,972-85.1% | $74,495-84.8% |
| Participation rate | 44.8% | 60.3%-15.5pp | 69.1%-24.2pp | 67.2%-22.4pp |
| Annual return | 16.65% | 31.82%-15.2pp | 359.55%-342.9pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $853 | $1,777-52.0% | $2,685-68.2% | $2,623-67.5% |
| Participant deferral / active EE | $1,276 | $3,066-58.4% | $4,255-70.0% | $4,346-70.6% |
| Admin fee / account holder | $903 | $2,229-59.5% | $6,467-86.0% | $1,942-53.5% |