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 | $5,541 | $110,502-95.0% | $80,716-93.1% | $167,490-96.7% |
| Participation rate | 37.5% | 64.0%-26.5pp | 54.2%-16.7pp | 82.1%-44.6pp |
| Annual return | 20.13% | 120.54%-100.4pp | 87.28%-67.1pp | 478.56%-458.4pp |
| Employer contribution / active EE | $466 | $1,543-69.8% | $1,160-59.9% | $4,837-90.4% |
| Participant deferral / active EE | $738 | $2,871-74.3% | $2,146-65.6% | $6,341-88.4% |
| Admin fee / account holder | $1,342 | $4,545-70.5% | $3,380-60.3% | $12,309-89.1% |