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 | $4,037 | $51,045-92.1% | $70,515-94.3% | $71,457-94.3% |
| Participation rate | 61.0% | 59.4%+1.6pp | 68.3%-7.3pp | 67.9%-6.9pp |
| Annual return | 120.36% | 42.63%+77.7pp | 32.77%+87.6pp | 28.85%+91.5pp |
| Employer contribution / active EE | $580 | $1,790-67.6% | $2,973-80.5% | $2,588-77.6% |
| Participant deferral / active EE | $1,591 | $3,026-47.4% | $4,567-65.2% | $4,289-62.9% |
| Admin fee / account holder | $416 | $1,994-79.2% | $6,412-93.5% | $1,587-73.8% |