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 | $18,180 | $109,881-83.5% | $150,045-87.9% | $84,808-78.6% |
| Participation rate | 53.6% | 76.1%-22.5pp | 82.3%-28.8pp | 68.3%-14.7pp |
| Annual return | 19.31% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,816 | $3,561-49.0% | $4,693-61.3% | $2,631-31.0% |
| Participant deferral / active EE | $3,161 | $6,636-52.4% | $7,997-60.5% | $4,212-25.0% |
| Admin fee / account holder | $3,462 | $8,568-59.6% | $13,435-74.2% | $7,344-52.9% |