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 | $5,394 | $64,480-91.6% | $81,382-93.4% | $80,856-93.3% |
| Participation rate | 63.0% | 63.9%-0.8pp | 69.5%-6.4pp | 67.6%-4.6pp |
| Annual return | 11.66% | 16.34%-4.7pp | 24.73%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,108 | $1,978-44.0% | $2,463-55.0% | $2,755-59.8% |
| Participant deferral / active EE | $1,778 | $3,094-42.5% | $3,883-54.2% | $4,296-58.6% |
| Admin fee / account holder | $1,655 | $5,671-70.8% | $5,768-71.3% | $6,918-76.1% |