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 8-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 | $13,758 | $72,492-81.0% | $87,100-84.2% | $72,985-81.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 35.62% | 24.46%+11.2pp | 28.19%+7.4pp | 81.00%-45.4pp |
| Employer contribution / active EE | $1,635 | $1,894-13.7% | $2,521-35.1% | $2,440-33.0% |
| Participant deferral / active EE | $3,081 | $3,270-5.8% | $4,049-23.9% | $3,607-14.6% |
| Admin fee / account holder | $1,383 | $5,055-72.6% | $7,497-81.6% | $5,124-73.0% |