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 | $2,587 | $53,516-95.2% | $126,539-98.0% | $84,808-96.9% |
| Participation rate | 68.0% | 58.2%+9.8pp | 69.8%-1.8pp | 68.3%-0.3pp |
| Annual return | 22.85% | 58.34%-35.5pp | 425.95%-403.1pp | 40.90%-18.0pp |
| Employer contribution / active EE | $483 | $1,535-68.5% | $3,674-86.8% | $2,631-81.6% |
| Participant deferral / active EE | $789 | $2,671-70.5% | $4,083-80.7% | $4,212-81.3% |
| Admin fee / account holder | $374 | $4,497-91.7% | $6,065-93.8% | $7,344-94.9% |