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 | $3,578 | $80,717-95.6% | $154,803-97.7% | $84,808-95.8% |
| Participation rate | 40.0% | 66.8%-26.8pp | 78.1%-38.1pp | 68.3%-28.3pp |
| Annual return | 34.93% | 37.96%-3.0pp | 58.88%-24.0pp | 40.90%-6.0pp |
| Employer contribution / active EE | $439 | $2,761-84.1% | $4,305-89.8% | $2,631-83.3% |
| Participant deferral / active EE | $917 | $3,303-72.2% | $5,540-83.4% | $4,212-78.2% |
| Admin fee / account holder | $517 | $6,746-92.3% | $14,329-96.4% | $7,344-93.0% |