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 8-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 | $34,028 | $79,171-57.0% | $102,423-66.8% | $74,495-54.3% |
| Participation rate | 42.0% | 74.8%-32.8pp | 76.5%-34.5pp | 67.2%-25.2pp |
| Annual return | 12.82% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $834 | $2,362-64.7% | $3,023-72.4% | $2,623-68.2% |
| Participant deferral / active EE | $2,796 | $4,415-36.7% | $5,053-44.7% | $4,346-35.7% |
| Admin fee / account holder | $2,208 | $2,001+10.3% | $9,451-76.6% | $1,942+13.7% |