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 8-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 | $5,467 | $165,912-96.7% | $122,332-95.5% | $147,584-96.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,414 | $5,754-75.4% | $4,050-65.1% | $4,876-71.0% |
| Participant deferral / active EE | $1,847 | $4,005-53.9% | $3,287-43.8% | $5,439-66.0% |
| Admin fee / account holder | $706 | $7,424-90.5% | $5,478-87.1% | $10,885-93.5% |