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 | $8,057 | $49,915-83.9% | $154,803-94.8% | $74,304-89.2% |
| Participation rate | 46.5% | 54.0%-7.4pp | 78.1%-31.6pp | 60.3%-13.8pp |
| Annual return | 403.25% | 34.06%+369.2pp | 58.88%+344.4pp | 29.43%+373.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,159 | $2,255-48.6% | $5,540-79.1% | $3,767-69.2% |
| Admin fee / account holder | $686 | $2,189-68.7% | $14,329-95.2% | $2,969-76.9% |