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 5-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 | $20,658 | $165,984-87.6% | $164,813-87.5% | $145,922-85.8% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 17.12% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,158 | $5,273-78.0% | $4,341-73.3% | $4,660-75.1% |
| Participant deferral / active EE | $2,525 | $6,959-63.7% | $6,031-58.1% | $6,688-62.2% |
| Admin fee / account holder | $1,217 | $16,648-92.7% | $12,690-90.4% | $13,397-90.9% |