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 | $18,747 | $93,571-80.0% | $135,903-86.2% | $75,163-75.1% |
| Participation rate | 42.6% | 75.2%-32.6pp | 81.9%-39.4pp | 67.2%-24.6pp |
| Annual return | 137.80% | 30.90%+106.9pp | 68.23%+69.6pp | 160.62%-22.8pp |
| Employer contribution / active EE | $1,311 | $3,537-62.9% | $4,856-73.0% | $2,670-50.9% |
| Participant deferral / active EE | $2,729 | $6,404-57.4% | $7,758-64.8% | $4,125-33.8% |
| Admin fee / account holder | $1,298 | $6,975-81.4% | $10,762-87.9% | $5,651-77.0% |