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 4-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 | $17,542 | $208,526-91.6% | $96,683-81.9% | - |
| Participation rate | 37.4% | 66.0%-28.6pp | 74.3%-37.0pp | - |
| Annual return | 53.96% | 18.23%+35.7pp | 35.69%+18.3pp | - |
| Employer contribution / active EE | $1,386 | $2,182-36.5% | $3,737-62.9% | - |
| Participant deferral / active EE | $2,062 | $4,056-49.2% | $4,878-57.7% | - |
| Admin fee / account holder | $1,565 | $13,060-88.0% | $6,730-76.7% | - |