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 | $10,623 | $92,985-88.6% | $153,485-93.1% | $80,856-86.9% |
| Participation rate | 63.0% | 69.0%-5.9pp | 77.1%-14.0pp | 67.6%-4.6pp |
| Annual return | 14.04% | 19.95%-5.9pp | 15.65%-1.6pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,460 | $3,507-58.4% | $5,039-71.0% | $2,755-47.0% |
| Participant deferral / active EE | $1,987 | $5,178-61.6% | $6,757-70.6% | $4,296-53.7% |
| Admin fee / account holder | $646 | $8,880-92.7% | $12,724-94.9% | $6,918-90.7% |