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 6-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 | $8,427 | $105,181-92.0% | $159,436-94.7% | $85,850-90.2% |
| Participation rate | 57.4% | 75.8%-18.3pp | 82.8%-25.4pp | 69.3%-11.9pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,613 | $3,318-51.4% | $4,829-66.6% | $2,565-37.1% |
| Participant deferral / active EE | $3,365 | $5,945-43.4% | $7,352-54.2% | $3,952-14.8% |
| Admin fee / account holder | $319 | $6,933-95.4% | $10,799-97.0% | $6,260-94.9% |