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 | $6,103 | $57,541-89.4% | $95,745-93.6% | $75,163-91.9% |
| Participation rate | 51.5% | 62.5%-11.0pp | 72.3%-20.7pp | 67.2%-15.7pp |
| Annual return | 28.73% | 34.93%-6.2pp | 28.35%+0.4pp | 160.62%-131.9pp |
| Employer contribution / active EE | $536 | $1,808-70.3% | $2,835-81.1% | $2,670-79.9% |
| Participant deferral / active EE | $2,020 | $3,074-34.3% | $4,245-52.4% | $4,125-51.0% |
| Admin fee / account holder | $456 | $4,099-88.9% | $5,678-92.0% | $5,651-91.9% |