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 3-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 | $18,585 | $71,050-73.8% | $93,606-80.1% | $80,856-77.0% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.6%-12.8pp |
| Annual return | 12.46% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,254 | $1,564-19.8% | $2,420-48.2% | $2,755-54.5% |
| Participant deferral / active EE | $3,121 | $4,034-22.6% | $4,411-29.2% | $4,296-27.3% |
| Admin fee / account holder | $710 | $6,945-89.8% | $8,285-91.4% | $6,918-89.7% |