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 4-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 | $3,394 | $85,022-96.0% | $70,515-95.2% | $139,434-97.6% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 27.02% | 30.38%-3.4pp | 32.77%-5.8pp | 372.94%-345.9pp |
| Employer contribution / active EE | $769 | $3,909-80.3% | $2,973-74.1% | $4,751-83.8% |
| Participant deferral / active EE | $995 | $5,890-83.1% | $4,567-78.2% | $6,710-85.2% |
| Admin fee / account holder | $506 | $8,906-94.3% | $6,412-92.1% | $11,403-95.6% |