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 7-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 | $10,298 | $62,573-83.5% | $85,682-88.0% | $85,850-88.0% |
| Participation rate | 53.3% | 61.1%-7.8pp | 69.9%-16.5pp | 69.3%-16.0pp |
| Annual return | 16.31% | 23.77%-7.5pp | 21.49%-5.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $352 | $1,757-79.9% | $2,618-86.5% | $2,565-86.3% |
| Participant deferral / active EE | $1,648 | $2,802-41.2% | $3,923-58.0% | $3,952-58.3% |
| Admin fee / account holder | $1,489 | $4,640-67.9% | $6,873-78.3% | $6,260-76.2% |