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 | $20,351 | $100,923-79.8% | $150,045-86.4% | $74,304-72.6% |
| Participation rate | 59.1% | 70.1%-11.0pp | 82.3%-23.2pp | 60.3%-1.3pp |
| Annual return | 21.01% | 51.77%-30.8pp | 62.55%-41.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $1,476 | $3,463-57.4% | $4,693-68.5% | $2,241-34.1% |
| Participant deferral / active EE | $2,474 | $6,709-63.1% | $7,997-69.1% | $3,767-34.3% |
| Admin fee / account holder | $1,058 | $2,767-61.7% | $13,435-92.1% | $2,969-64.3% |