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 10-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 | $5,985 | $108,642-94.5% | $74,701-92.0% | $152,861-96.1% |
| Participation rate | 41.7% | 65.3%-23.7pp | 54.5%-12.8pp | 82.4%-40.8pp |
| Annual return | 9.33% | 114.06%-104.7pp | 752.92%-743.6pp | 345.32%-336.0pp |
| Employer contribution / active EE | $211 | $1,503-86.0% | $1,084-80.5% | $4,762-95.6% |
| Participant deferral / active EE | $422 | $2,712-84.5% | $1,964-78.5% | $5,850-92.8% |
| Admin fee / account holder | $318 | $4,902-93.5% | $3,333-90.5% | $11,596-97.3% |