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 | $17,982 | $81,460-77.9% | $103,333-82.6% | $80,856-77.8% |
| Participation rate | 67.5% | 66.8%+0.7pp | 74.5%-7.0pp | 67.6%-0.1pp |
| Annual return | 35.48% | 25.55%+9.9pp | 24.88%+10.6pp | 35.59%-0.1pp |
| Employer contribution / active EE | $2,114 | $3,105-31.9% | $3,868-45.3% | $2,755-23.3% |
| Participant deferral / active EE | $3,353 | $3,869-13.3% | $5,057-33.7% | $4,296-22.0% |
| Admin fee / account holder | $1,915 | $6,566-70.8% | $8,355-77.1% | $6,918-72.3% |