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 | $3,509 | $54,517-93.6% | $75,972-95.4% | $74,495-95.3% |
| Participation rate | 65.7% | 60.3%+5.4pp | 69.1%-3.3pp | 67.2%-1.5pp |
| Annual return | 20.93% | 31.82%-10.9pp | 359.55%-338.6pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $453 | $1,777-74.5% | $2,685-83.1% | $2,623-82.7% |
| Participant deferral / active EE | $1,150 | $3,066-62.5% | $4,255-73.0% | $4,346-73.5% |
| Admin fee / account holder | $672 | $2,229-69.9% | $6,467-89.6% | $1,942-65.4% |