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 | $17,315 | $163,264-89.4% | $155,509-88.9% | - |
| Participation rate | 56.6% | 62.7%-6.1pp | 78.2%-21.6pp | - |
| Annual return | 12.94% | 19.38%-6.4pp | 64.67%-51.7pp | - |
| Employer contribution / active EE | $1,278 | $2,490-48.7% | $4,672-72.7% | - |
| Participant deferral / active EE | $2,635 | $2,914-9.6% | $5,626-53.2% | - |
| Admin fee / account holder | $3,330 | $96,217-96.5% | $15,912-79.1% | - |