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 | $3,526 | $112,881-96.9% | $90,951-96.1% | $158,922-97.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,338 | $2,893-53.8% | $2,122-37.0% | $4,761-71.9% |
| Participant deferral / active EE | $1,574 | $4,128-61.9% | $3,373-53.3% | $5,982-73.7% |
| Admin fee / account holder | $1,127 | $8,041-86.0% | $5,959-81.1% | $11,246-90.0% |