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 | $25,568 | $78,485-67.4% | $106,213-75.9% | $74,495-65.7% |
| Participation rate | 45.7% | 72.8%-27.2pp | 75.3%-29.6pp | 67.2%-21.5pp |
| Annual return | 23.08% | 15.95%+7.1pp | 116.14%-93.1pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $1,729 | $2,523-31.5% | $3,171-45.5% | $2,623-34.1% |
| Participant deferral / active EE | $2,921 | $4,322-32.4% | $5,016-41.8% | $4,346-32.8% |
| Admin fee / account holder | $2,241 | $2,232+0.4% | $11,033-79.7% | $1,942+15.4% |