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 | $11,570 | $93,571-87.6% | $135,903-91.5% | $75,163-84.6% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 56.44% | 30.90%+25.5pp | 68.23%-11.8pp | 160.62%-104.2pp |
| Employer contribution / active EE | $2,400 | $3,537-32.1% | $4,856-50.6% | $2,670-10.1% |
| Participant deferral / active EE | $4,231 | $6,404-33.9% | $7,758-45.5% | $4,125+2.6% |
| Admin fee / account holder | $698 | $6,975-90.0% | $10,762-93.5% | $5,651-87.6% |