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 | $15,135 | $117,841-87.2% | $102,423-85.2% | $145,922-89.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 21.92% | 31.65%-9.7pp | 29.32%-7.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,803 | $3,615-22.5% | $3,023-7.3% | $4,660-39.8% |
| Participant deferral / active EE | $5,417 | $5,731-5.5% | $5,053+7.2% | $6,688-19.0% |
| Admin fee / account holder | $1,772 | $13,326-86.7% | $9,451-81.3% | $13,397-86.8% |