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 6-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 | $17,522 | $109,881-84.1% | $150,045-88.3% | $84,808-79.3% |
| Participation rate | 65.6% | 76.1%-10.5pp | 82.3%-16.7pp | 68.3%-2.7pp |
| Annual return | 19.51% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,133 | $3,561-68.2% | $4,693-75.9% | $2,631-57.0% |
| Participant deferral / active EE | $3,535 | $6,636-46.7% | $7,997-55.8% | $4,212-16.1% |
| Admin fee / account holder | $1,412 | $8,568-83.5% | $13,435-89.5% | $7,344-80.8% |