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 | $18,036 | $91,538-80.3% | $129,995-86.1% | $75,163-76.0% |
| Participation rate | 45.2% | 71.4%-26.2pp | 78.5%-33.3pp | 67.2%-22.0pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,234 | $2,845-21.5% | $4,320-48.3% | $2,670-16.3% |
| Participant deferral / active EE | $4,775 | $4,341+10.0% | $5,820-18.0% | $4,125+15.7% |
| Admin fee / account holder | $1,505 | $6,790-77.8% | $10,614-85.8% | $5,651-73.4% |