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 5-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 | $15,782 | $74,927-78.9% | $101,794-84.5% | $84,808-81.4% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.2%-10.6pp | 68.3%-9.7pp |
| Annual return | 13.82% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $694 | $1,522-54.4% | $2,289-69.7% | $2,631-73.6% |
| Participant deferral / active EE | $1,656 | $3,099-46.6% | $4,084-59.4% | $4,212-60.7% |
| Admin fee / account holder | $2,539 | $6,514-61.0% | $8,777-71.1% | $7,344-65.4% |