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 4-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 | $19,689 | $54,701-64.0% | $86,188-77.2% | $71,457-72.4% |
| Participation rate | 58.5% | 60.1%-1.6pp | 69.0%-10.5pp | 67.9%-9.4pp |
| Annual return | 153.48% | 20.06%+133.4pp | 1168.45%-1015.0pp | 28.85%+124.6pp |
| Employer contribution / active EE | $1,405 | $1,265+11.1% | $2,380-41.0% | $2,588-45.7% |
| Participant deferral / active EE | $3,622 | $3,108+16.5% | $3,985-9.1% | $4,289-15.5% |
| Admin fee / account holder | $318 | $1,922-83.5% | $6,852-95.4% | $1,587-80.0% |