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 | $10,735 | $91,407-88.3% | $135,903-92.1% | $71,457-85.0% |
| Participation rate | 60.7% | 75.7%-14.9pp | 81.9%-21.2pp | 67.9%-7.2pp |
| Annual return | 21.54% | 29.90%-8.4pp | 68.23%-46.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,759 | $7,092-32.9% | $7,758-38.7% | $4,289+11.0% |
| Admin fee / account holder | $3,495 | $1,266+176.1% | $10,762-67.5% | $1,587+120.2% |