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 9-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 | $2,887 | $60,022-95.2% | $88,946-96.8% | $84,808-96.6% |
| Participation rate | 56.0% | 57.8%-1.8pp | 68.8%-12.8pp | 68.3%-12.3pp |
| Annual return | 24.63% | 22.43%+2.2pp | 57.82%-33.2pp | 40.90%-16.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,550 | $3,114-50.2% | $4,581-66.2% | $4,212-63.2% |
| Admin fee / account holder | $643 | $4,811-86.6% | $8,261-92.2% | $7,344-91.2% |