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 | $9,967 | $202,432-95.1% | $169,368-94.1% | $139,434-92.9% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 34.65% | 531.74%-497.1pp | 405.60%-370.9pp | 372.94%-338.3pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,381 | $6,938-80.1% | $6,221-77.8% | $6,710-79.4% |
| Admin fee / account holder | $1,469 | $10,708-86.3% | $9,003-83.7% | $11,403-87.1% |