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 | $5,610 | $48,795-88.5% | $65,493-91.4% | $84,808-93.4% |
| Participation rate | 57.7% | 67.0%-9.3pp | 73.1%-15.4pp | 68.3%-10.6pp |
| Annual return | 24.52% | 20.20%+4.3pp | 982.45%-957.9pp | 40.90%-16.4pp |
| Employer contribution / active EE | $721 | $1,930-62.6% | $2,574-72.0% | $2,631-72.6% |
| Participant deferral / active EE | $854 | $2,928-70.8% | $3,961-78.4% | $4,212-79.7% |
| Admin fee / account holder | $1,725 | $3,877-55.5% | $5,028-65.7% | $7,344-76.5% |