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 5-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 | $3,192 | $114,047-97.2% | $96,139-96.7% | $167,490-98.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 18.22% | 189.88%-171.7pp | 191.94%-173.7pp | 478.56%-460.3pp |
| Employer contribution / active EE | $540 | $3,427-84.2% | $2,797-80.7% | $4,837-88.8% |
| Participant deferral / active EE | $1,266 | $5,194-75.6% | $4,349-70.9% | $6,341-80.0% |
| Admin fee / account holder | $915 | $6,897-86.7% | $5,537-83.5% | $12,309-92.6% |