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 3-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 | $1,891 | $64,839-97.1% | $95,585-98.0% | $84,808-97.8% |
| Participation rate | 57.4% | 63.8%-6.4pp | 72.1%-14.7pp | 68.3%-10.9pp |
| Annual return | 24.80% | -670.96%+695.8pp | 38.56%-13.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $862 | $2,965-70.9% | $4,023-78.6% | $4,212-79.5% |
| Admin fee / account holder | $378 | $5,964-93.7% | $6,127-93.8% | $7,344-94.8% |