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 | $12,195 | $89,753-86.4% | $107,525-88.7% | $84,808-85.6% |
| Participation rate | 45.5% | 68.1%-22.6pp | 75.1%-29.6pp | 68.3%-22.9pp |
| Annual return | 17.63% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,005 | $3,113-67.7% | $3,754-73.2% | $2,631-61.8% |
| Participant deferral / active EE | $2,115 | $4,056-47.9% | $5,116-58.7% | $4,212-49.8% |
| Admin fee / account holder | $300 | $7,222-95.8% | $8,919-96.6% | $7,344-95.9% |