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 | $4,862 | $60,022-91.9% | $88,946-94.5% | $84,808-94.3% |
| Participation rate | 60.0% | 57.8%+2.2pp | 68.8%-8.8pp | 68.3%-8.3pp |
| Annual return | 23.68% | 22.43%+1.2pp | 57.82%-34.1pp | 40.90%-17.2pp |
| Employer contribution / active EE | $266 | $1,703-84.4% | $2,555-89.6% | $2,631-89.9% |
| Participant deferral / active EE | $839 | $3,114-73.1% | $4,581-81.7% | $4,212-80.1% |
| Admin fee / account holder | $580 | $4,811-88.0% | $8,261-93.0% | $7,344-92.1% |