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 | $8,286 | $93,571-91.1% | $135,903-93.9% | $75,163-89.0% |
| Participation rate | 68.8% | 75.2%-6.4pp | 81.9%-13.2pp | 67.2%+1.6pp |
| Annual return | 27.72% | 30.90%-3.2pp | 68.23%-40.5pp | 160.62%-132.9pp |
| Employer contribution / active EE | $938 | $3,537-73.5% | $4,856-80.7% | $2,670-64.9% |
| Participant deferral / active EE | $2,792 | $6,404-56.4% | $7,758-64.0% | $4,125-32.3% |
| Admin fee / account holder | $961 | $6,975-86.2% | $10,762-91.1% | $5,651-83.0% |