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 | $19,950 | $101,724-80.4% | $164,813-87.9% | $80,856-75.3% |
| Participation rate | 63.5% | 71.8%-8.3pp | 78.6%-15.1pp | 67.6%-4.1pp |
| Annual return | 20.47% | 16.72%+3.7pp | 69.93%-49.5pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,887 | $2,953-36.1% | $4,341-56.5% | $2,755-31.5% |
| Participant deferral / active EE | $3,519 | $4,477-21.4% | $6,031-41.7% | $4,296-18.1% |
| Admin fee / account holder | $1,023 | $8,227-87.6% | $12,690-91.9% | $6,918-85.2% |