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 | $10,516 | $59,097-82.2% | $82,389-87.2% | $74,304-85.8% |
| Participation rate | 40.0% | 52.8%-12.8pp | 69.5%-29.5pp | 60.3%-20.3pp |
| Annual return | 22.00% | 22.85%-0.9pp | 28.67%-6.7pp | 29.43%-7.4pp |
| Employer contribution / active EE | $618 | $1,601-61.4% | $2,517-75.4% | $2,241-72.4% |
| Participant deferral / active EE | $1,432 | $2,775-48.4% | $4,155-65.5% | $3,767-62.0% |
| Admin fee / account holder | $657 | $4,489-85.4% | $7,231-90.9% | $2,969-77.9% |