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 3-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 | $21,561 | $102,317-78.9% | $146,958-85.3% | $80,856-73.3% |
| Participation rate | 52.3% | 75.8%-23.5pp | 82.2%-29.8pp | 67.6%-15.3pp |
| Annual return | 27.60% | 134.76%-107.2pp | 418.34%-390.7pp | 35.59%-8.0pp |
| Employer contribution / active EE | $2,238 | $3,713-39.7% | $4,933-54.6% | $2,755-18.8% |
| Participant deferral / active EE | $4,484 | $6,644-32.5% | $8,070-44.4% | $4,296+4.4% |
| Admin fee / account holder | $4,047 | $7,941-49.0% | $12,998-68.9% | $6,918-41.5% |