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 | $5,603 | $60,892-90.8% | $82,389-93.2% | $84,808-93.4% |
| Participation rate | 68.3% | 63.3%+5.0pp | 69.5%-1.3pp | 68.3%-0.1pp |
| Annual return | 18.41% | 37.29%-18.9pp | 28.67%-10.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $725 | $1,779-59.3% | $2,517-71.2% | $2,631-72.4% |
| Participant deferral / active EE | $1,117 | $3,179-64.8% | $4,155-73.1% | $4,212-73.5% |
| Admin fee / account holder | $1,205 | $5,467-78.0% | $7,231-83.3% | $7,344-83.6% |