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 | $8,400 | $52,406-84.0% | $129,207-93.5% | $74,495-88.7% |
| Participation rate | 30.6% | 53.8%-23.2pp | 69.6%-39.0pp | 67.2%-36.6pp |
| Annual return | 27.42% | 15.66%+11.8pp | 9417.33%-9389.9pp | 1364.94%-1337.5pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,562 | $2,794-44.1% | $4,168-62.5% | $4,346-64.0% |
| Admin fee / account holder | $1,316 | $2,633-50.0% | $7,715-82.9% | $1,942-32.2% |