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 4-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 | $5,315 | $74,927-92.9% | $101,794-94.8% | $84,808-93.7% |
| Participation rate | 64.5% | 61.4%+3.1pp | 69.2%-4.7pp | 68.3%-3.8pp |
| Annual return | 18.65% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,682 | $3,099-45.7% | $4,084-58.8% | $4,212-60.1% |
| Admin fee / account holder | $1,637 | $6,514-74.9% | $8,777-81.3% | $7,344-77.7% |