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 3-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 | $18,060 | $102,317-82.3% | $146,958-87.7% | $80,856-77.7% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.2%-23.8pp | 67.6%-9.3pp |
| Annual return | 18.11% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,535 | $3,713-31.7% | $4,933-48.6% | $2,755-8.0% |
| Participant deferral / active EE | $6,708 | $6,644+1.0% | $8,070-16.9% | $4,296+56.2% |
| Admin fee / account holder | $1,174 | $7,941-85.2% | $12,998-91.0% | $6,918-83.0% |