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 6-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 | $8,481 | $46,553-81.8% | $64,056-86.8% | $75,163-88.7% |
| Participation rate | 63.0% | 65.9%-2.9pp | 72.3%-9.3pp | 67.2%-4.2pp |
| Annual return | 13.94% | 26.03%-12.1pp | 33.69%-19.7pp | 160.62%-146.7pp |
| Employer contribution / active EE | $789 | $1,974-60.0% | $2,747-71.3% | $2,670-70.5% |
| Participant deferral / active EE | $1,074 | $2,837-62.1% | $3,880-72.3% | $4,125-74.0% |
| Admin fee / account holder | $646 | $2,952-78.1% | $3,068-78.9% | $5,651-88.6% |