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 7-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 | $17,688 | $79,171-77.7% | $102,423-82.7% | $74,495-76.3% |
| Participation rate | 68.1% | 74.8%-6.7pp | 76.5%-8.4pp | 67.2%+0.9pp |
| Annual return | 17.64% | 54.93%-37.3pp | 29.32%-11.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,989 | $2,362-15.8% | $3,023-34.2% | $2,623-24.2% |
| Participant deferral / active EE | $2,856 | $4,415-35.3% | $5,053-43.5% | $4,346-34.3% |
| Admin fee / account holder | $933 | $2,001-53.4% | $9,451-90.1% | $1,942-51.9% |