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 | $10,681 | $56,423-81.1% | $77,163-86.2% | $71,457-85.1% |
| Participation rate | 34.1% | 64.3%-30.2pp | 69.6%-35.5pp | 67.9%-33.8pp |
| Annual return | 29.61% | 19.05%+10.6pp | 37.87%-8.3pp | 28.85%+0.8pp |
| Employer contribution / active EE | $917 | $1,866-50.9% | $2,535-63.8% | $2,588-64.6% |
| Participant deferral / active EE | $1,882 | $3,142-40.1% | $3,833-50.9% | $4,289-56.1% |
| Admin fee / account holder | $1,596 | $1,429+11.7% | $5,472-70.8% | $1,587+0.5% |