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 | $5,600 | $60,892-90.8% | $82,389-93.2% | $84,808-93.4% |
| Participation rate | 55.2% | 63.3%-8.1pp | 69.5%-14.4pp | 68.3%-13.1pp |
| Annual return | 21.53% | 37.29%-15.8pp | 28.67%-7.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,093 | $1,779-38.6% | $2,517-56.6% | $2,631-58.5% |
| Participant deferral / active EE | $2,454 | $3,179-22.8% | $4,155-40.9% | $4,212-41.7% |
| Admin fee / account holder | $368 | $5,467-93.3% | $7,231-94.9% | $7,344-95.0% |