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 5-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 | $13,224 | $102,317-87.1% | $146,958-91.0% | $80,856-83.6% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.2%-23.6pp | 67.6%-9.1pp |
| Annual return | 20.50% | 134.76%-114.3pp | 418.34%-397.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,387 | $3,713-62.7% | $4,933-71.9% | $2,755-49.7% |
| Participant deferral / active EE | $2,948 | $6,644-55.6% | $8,070-63.5% | $4,296-31.4% |
| Admin fee / account holder | $470 | $7,941-94.1% | $12,998-96.4% | $6,918-93.2% |