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 5-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 | $22,926 | $100,923-77.3% | $150,045-84.7% | $74,304-69.1% |
| Participation rate | 43.8% | 70.1%-26.3pp | 82.3%-38.5pp | 60.3%-16.6pp |
| Annual return | 41.14% | 51.77%-10.6pp | 62.55%-21.4pp | 29.43%+11.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,097 | $6,709-53.8% | $7,997-61.3% | $3,767-17.8% |
| Admin fee / account holder | $1,601 | $2,767-42.1% | $13,435-88.1% | $2,969-46.1% |