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 4-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 | $12,787 | $210,648-93.9% | $177,989-92.8% | $145,922-91.2% |
| Participation rate | 58.8% | 80.8%-21.9pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 14.70% | 385.86%-371.2pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,411 | $4,565-69.1% | $3,949-64.3% | $4,660-69.7% |
| Participant deferral / active EE | $1,904 | $6,958-72.6% | $6,276-69.7% | $6,688-71.5% |
| Admin fee / account holder | $2,668 | $12,013-77.8% | $10,363-74.3% | $13,397-80.1% |