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 | $23,998 | $101,724-76.4% | $164,813-85.4% | $80,856-70.3% |
| Participation rate | 11.3% | 71.8%-60.5pp | 78.6%-67.3pp | 67.6%-56.3pp |
| Annual return | 132.00% | 16.72%+115.3pp | 69.93%+62.1pp | 35.59%+96.4pp |
| Employer contribution / active EE | $1,479 | $2,953-49.9% | $4,341-65.9% | $2,755-46.3% |
| Participant deferral / active EE | $3,714 | $4,477-17.0% | $6,031-38.4% | $4,296-13.5% |
| Admin fee / account holder | $6,702 | $8,227-18.5% | $12,690-47.2% | $6,918-3.1% |