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 | $6,039 | $66,098-90.9% | $101,794-94.1% | $74,304-91.9% |
| Participation rate | 65.3% | 53.8%+11.5pp | 69.2%-3.9pp | 60.3%+4.9pp |
| Annual return | 67.95% | 19.59%+48.4pp | 30.53%+37.4pp | 29.43%+38.5pp |
| Employer contribution / active EE | $718 | $1,082-33.6% | $2,289-68.6% | $2,241-68.0% |
| Participant deferral / active EE | $1,662 | $2,781-40.2% | $4,084-59.3% | $3,767-55.9% |
| Admin fee / account holder | $536 | $4,146-87.1% | $8,777-93.9% | $2,969-82.0% |