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 5-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 | $5,788 | $106,515-94.6% | $96,683-94.0% | $139,434-95.8% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.4pp | 80.3%-22.4pp |
| Annual return | 23.39% | 38.43%-15.0pp | 35.69%-12.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $842 | $4,103-79.5% | $3,737-77.5% | $4,751-82.3% |
| Participant deferral / active EE | $1,851 | $5,454-66.1% | $4,878-62.0% | $6,710-72.4% |
| Admin fee / account holder | $1,820 | $7,877-76.9% | $6,730-73.0% | $11,403-84.0% |