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 10-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 | $5,529 | $45,152-87.8% | $73,843-92.5% | $59,632-90.7% |
| Participation rate | 60.0% | 64.0%-4.0pp | 73.4%-13.4pp | 68.7%-8.7pp |
| Annual return | -1.81% | 27.40%-29.2pp | 2267.84%-2269.6pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $469 | $1,902-75.3% | $2,787-83.2% | $2,203-78.7% |
| Participant deferral / active EE | $814 | $2,574-68.4% | $3,583-77.3% | $3,192-74.5% |
| Admin fee / account holder | $336 | $3,516-90.4% | $4,880-93.1% | $4,297-92.2% |