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 | $7,711 | $81,248-90.5% | $155,509-95.0% | $80,856-90.5% |
| Participation rate | 58.5% | 66.2%-7.7pp | 78.2%-19.6pp | 67.6%-9.1pp |
| Annual return | 18.59% | 33.31%-14.7pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,302 | $3,100-25.7% | $4,672-50.7% | $2,755-16.4% |
| Participant deferral / active EE | $2,656 | $3,452-23.1% | $5,626-52.8% | $4,296-38.2% |
| Admin fee / account holder | $1,192 | $7,997-85.1% | $15,912-92.5% | $6,918-82.8% |