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 8-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 | $10,329 | $60,124-82.8% | $90,404-88.6% | $79,858-87.1% |
| Participation rate | 36.7% | 65.0%-28.2pp | 72.7%-35.9pp | 69.6%-32.9pp |
| Annual return | 23.77% | 71.94%-48.2pp | 1293.02%-1269.2pp | 31.71%-7.9pp |
| Employer contribution / active EE | $784 | $2,068-62.1% | $3,262-76.0% | $2,471-68.3% |
| Participant deferral / active EE | $1,758 | $2,938-40.2% | $3,963-55.6% | $3,740-53.0% |
| Admin fee / account holder | $1,022 | $3,976-74.3% | $5,611-81.8% | $5,306-80.7% |