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 | $6,704 | $65,395-89.7% | $182,532-96.3% | $72,985-90.8% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $797 | $1,911-58.3% | $4,076-80.4% | $2,440-67.3% |
| Participant deferral / active EE | $2,756 | $3,563-22.6% | $5,524-50.1% | $3,607-23.6% |
| Admin fee / account holder | $347 | $4,245-91.8% | $8,592-96.0% | $5,124-93.2% |