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 | $6,619 | $60,022-89.0% | $88,946-92.6% | $84,808-92.2% |
| Participation rate | 69.2% | 57.8%+11.4pp | 68.8%+0.4pp | 68.3%+0.9pp |
| Annual return | 17.58% | 22.43%-4.9pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $332 | $1,703-80.5% | $2,555-87.0% | $2,631-87.4% |
| Participant deferral / active EE | $1,094 | $3,114-64.9% | $4,581-76.1% | $4,212-74.0% |
| Admin fee / account holder | $424 | $4,811-91.2% | $8,261-94.9% | $7,344-94.2% |