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 6-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 | $13,132 | $176,056-92.5% | $159,436-91.8% | $167,490-92.2% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 22.10% | 331.75%-309.6pp | 263.57%-241.5pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,190 | $5,297-77.5% | $4,829-75.4% | $4,837-75.4% |
| Participant deferral / active EE | $2,573 | $7,750-66.8% | $7,352-65.0% | $6,341-59.4% |
| Admin fee / account holder | $427 | $12,554-96.6% | $10,799-96.0% | $12,309-96.5% |