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 | $22,838 | $201,272-88.7% | $184,203-87.6% | $145,922-84.3% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-21.9pp |
| Annual return | 16.74% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,660 | $7,022-76.4% | $6,427-74.2% | $4,660-64.4% |
| Participant deferral / active EE | $4,021 | $9,806-59.0% | $9,131-56.0% | $6,688-39.9% |
| Admin fee / account holder | $1,343 | $16,364-91.8% | $13,901-90.3% | $13,397-90.0% |