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 | $18,036 | $65,241-72.4% | $126,539-85.7% | $85,563-78.9% |
| Participation rate | 34.8% | 48.6%-13.8pp | 69.8%-35.0pp | 66.0%-31.2pp |
| Annual return | 19.36% | 42.19%-22.8pp | 425.95%-406.6pp | 31.51%-12.2pp |
| Employer contribution / active EE | $580 | $1,937-70.1% | $3,674-84.2% | $2,654-78.2% |
| Participant deferral / active EE | $1,127 | $3,032-62.8% | $4,083-72.4% | $4,375-74.3% |
| Admin fee / account holder | $1,939 | $1,031+88.1% | $6,065-68.0% | $834+132.5% |