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 7-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 | $13,689 | $87,013-84.3% | $106,213-87.1% | $80,856-83.1% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 13.04% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,110 | $2,395-53.7% | $3,171-65.0% | $2,755-59.7% |
| Participant deferral / active EE | $2,167 | $3,986-45.6% | $5,016-56.8% | $4,296-49.6% |
| Admin fee / account holder | $1,141 | $8,431-86.5% | $11,033-89.7% | $6,918-83.5% |