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 5-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 | $13,142 | $68,719-80.9% | $91,541-85.6% | $84,808-84.5% |
| Participation rate | 29.9% | 64.5%-34.6pp | 69.8%-39.9pp | 68.3%-38.4pp |
| Annual return | 23.67% | 19.12%+4.5pp | 20.50%+3.2pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,108 | $3,136-64.7% | $4,008-72.4% | $4,212-73.7% |
| Admin fee / account holder | $458 | $5,786-92.1% | $6,956-93.4% | $7,344-93.8% |