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 4-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 | $22,775 | $102,317-77.7% | $146,958-84.5% | $80,856-71.8% |
| Participation rate | 47.1% | 75.8%-28.8pp | 82.2%-35.1pp | 67.6%-20.6pp |
| Annual return | 22.77% | 134.76%-112.0pp | 418.34%-395.6pp | 35.59%-12.8pp |
| Employer contribution / active EE | $2,023 | $3,713-45.5% | $4,933-59.0% | $2,755-26.6% |
| Participant deferral / active EE | $2,729 | $6,644-58.9% | $8,070-66.2% | $4,296-36.5% |
| Admin fee / account holder | $7,343 | $7,941-7.5% | $12,998-43.5% | $6,918+6.1% |