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 | $14,803 | $117,841-87.4% | $102,423-85.5% | $145,922-89.9% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 22.06% | 31.65%-9.6pp | 29.32%-7.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,208 | $3,615-38.9% | $3,023-27.0% | $4,660-52.6% |
| Participant deferral / active EE | $3,509 | $5,731-38.8% | $5,053-30.6% | $6,688-47.5% |
| Admin fee / account holder | $4,807 | $13,326-63.9% | $9,451-49.1% | $13,397-64.1% |