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 | $11,277 | $79,171-85.8% | $102,423-89.0% | $74,495-84.9% |
| Participation rate | 55.0% | 74.8%-19.8pp | 76.5%-21.5pp | 67.2%-12.2pp |
| Annual return | 29.14% | 54.93%-25.8pp | 29.32%-0.2pp | 1364.94%-1335.8pp |
| Employer contribution / active EE | $1,276 | $2,362-46.0% | $3,023-57.8% | $2,623-51.4% |
| Participant deferral / active EE | $2,278 | $4,415-48.4% | $5,053-54.9% | $4,346-47.6% |
| Admin fee / account holder | $1,687 | $2,001-15.7% | $9,451-82.2% | $1,942-13.1% |