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 | $10,901 | $89,753-87.9% | $107,525-89.9% | $84,808-87.1% |
| Participation rate | 57.7% | 68.1%-10.4pp | 75.1%-17.4pp | 68.3%-10.6pp |
| Annual return | 19.29% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,158 | $3,113-30.7% | $3,754-42.5% | $2,631-18.0% |
| Participant deferral / active EE | $3,207 | $4,056-20.9% | $5,116-37.3% | $4,212-23.8% |
| Admin fee / account holder | $486 | $7,222-93.3% | $8,919-94.5% | $7,344-93.4% |