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 4-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 | $8,682 | $59,417-85.4% | $93,606-90.7% | $74,495-88.3% |
| Participation rate | 37.4% | 59.7%-22.3pp | 68.7%-31.3pp | 67.2%-29.8pp |
| Annual return | 13.17% | 81.83%-68.7pp | 133.20%-120.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $697 | $1,264-44.9% | $2,420-71.2% | $2,623-73.4% |
| Participant deferral / active EE | $1,436 | $3,050-52.9% | $4,411-67.5% | $4,346-67.0% |
| Admin fee / account holder | $2,335 | $3,021-22.7% | $8,285-71.8% | $1,942+20.3% |