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 | $15,705 | $89,753-82.5% | $107,525-85.4% | $84,808-81.5% |
| Participation rate | 67.9% | 68.1%-0.2pp | 75.1%-7.2pp | 68.3%-0.5pp |
| Annual return | 19.75% | 29.48%-9.7pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $938 | $3,113-69.9% | $3,754-75.0% | $2,631-64.3% |
| Participant deferral / active EE | $3,176 | $4,056-21.7% | $5,116-37.9% | $4,212-24.6% |
| Admin fee / account holder | $1,128 | $7,222-84.4% | $8,919-87.3% | $7,344-84.6% |