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 | $17,244 | $126,574-86.4% | $106,213-83.8% | $145,922-88.2% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 18.77% | 224.79%-206.0pp | 116.14%-97.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,512 | $3,730-32.7% | $3,171-20.8% | $4,660-46.1% |
| Participant deferral / active EE | $2,874 | $5,724-49.8% | $5,016-42.7% | $6,688-57.0% |
| Admin fee / account holder | $867 | $17,304-95.0% | $11,033-92.1% | $13,397-93.5% |