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 | $18,860 | $89,753-79.0% | $107,525-82.5% | $84,808-77.8% |
| Participation rate | 37.8% | 68.1%-30.3pp | 75.1%-37.3pp | 68.3%-30.6pp |
| Annual return | 22.68% | 29.48%-6.8pp | 181.32%-158.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,935 | $3,113-37.8% | $3,754-48.4% | $2,631-26.5% |
| Participant deferral / active EE | $3,060 | $4,056-24.6% | $5,116-40.2% | $4,212-27.3% |
| Admin fee / account holder | $3,242 | $7,222-55.1% | $8,919-63.7% | $7,344-55.9% |