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 | $7,551 | $93,571-91.9% | $135,903-94.4% | $75,163-90.0% |
| Participation rate | 54.5% | 75.2%-20.6pp | 81.9%-27.4pp | 67.2%-12.6pp |
| Annual return | 49.02% | 30.90%+18.1pp | 68.23%-19.2pp | 160.62%-111.6pp |
| Employer contribution / active EE | $2,228 | $3,537-37.0% | $4,856-54.1% | $2,670-16.6% |
| Participant deferral / active EE | $2,631 | $6,404-58.9% | $7,758-66.1% | $4,125-36.2% |
| Admin fee / account holder | $418 | $6,975-94.0% | $10,762-96.1% | $5,651-92.6% |