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 | $4,497 | $80,717-94.4% | $154,803-97.1% | $84,808-94.7% |
| Participation rate | 37.9% | 66.8%-28.9pp | 78.1%-40.1pp | 68.3%-30.4pp |
| Annual return | 22.17% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,069 | $3,303-67.6% | $5,540-80.7% | $4,212-74.6% |
| Admin fee / account holder | $1,004 | $6,746-85.1% | $14,329-93.0% | $7,344-86.3% |