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 6-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 | $19,163 | $228,332-91.6% | $185,823-89.7% | $158,922-87.9% |
| Participation rate | 47.4% | 82.3%-34.9pp | 78.0%-30.7pp | 82.0%-34.6pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,441 | $4,967-71.0% | $4,087-64.7% | $4,761-69.7% |
| Participant deferral / active EE | $2,817 | $6,415-56.1% | $5,632-50.0% | $5,982-52.9% |
| Admin fee / account holder | $2,717 | $11,864-77.1% | $9,500-71.4% | $11,246-75.8% |