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 | $7,092 | $107,334-93.4% | $92,893-92.4% | $152,861-95.4% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 26.46% | 145.58%-119.1pp | 109.41%-82.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,120 | $4,221-73.5% | $3,653-69.3% | $4,762-76.5% |
| Participant deferral / active EE | $2,016 | $4,845-58.4% | $4,236-52.4% | $5,850-65.5% |
| Admin fee / account holder | $1,924 | $7,079-72.8% | $5,794-66.8% | $11,596-83.4% |