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 9-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 | $12,191 | $115,770-89.5% | $101,248-88.0% | $158,922-92.3% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | 22.56% | 56.14%-33.6pp | 46.47%-23.9pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,244 | $4,175-70.2% | $3,660-66.0% | $4,761-73.9% |
| Participant deferral / active EE | $2,022 | $4,957-59.2% | $4,370-53.7% | $5,982-66.2% |
| Admin fee / account holder | $645 | $7,245-91.1% | $5,945-89.1% | $11,246-94.3% |