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 | $5,682 | $60,022-90.5% | $88,946-93.6% | $84,808-93.3% |
| Participation rate | 43.3% | 57.8%-14.5pp | 68.8%-25.5pp | 68.3%-25.0pp |
| Annual return | 22.78% | 22.43%+0.3pp | 57.82%-35.0pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $911 | $3,114-70.7% | $4,581-80.1% | $4,212-78.4% |
| Admin fee / account holder | $500 | $4,811-89.6% | $8,261-93.9% | $7,344-93.2% |