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 | $32,307 | $148,978-78.3% | $200,582-83.9% | $84,808-61.9% |
| Participation rate | 59.2% | 84.2%-25.0pp | 86.9%-27.7pp | 68.3%-9.1pp |
| Annual return | 16.85% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,496 | $7,142-23.0% | $9,331-41.1% | $4,212+30.5% |
| Admin fee / account holder | $8,023 | $13,977-42.6% | $16,305-50.8% | $7,344+9.2% |