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 10-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 | $11,971 | $72,277-83.4% | $101,248-88.2% | $79,858-85.0% |
| Participation rate | 69.1% | 68.5%+0.6pp | 75.8%-6.7pp | 69.6%-0.5pp |
| Annual return | 25.07% | 22.30%+2.8pp | 46.47%-21.4pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,567 | $2,692-4.6% | $3,660-29.8% | $2,471+3.9% |
| Participant deferral / active EE | $3,280 | $3,2820% | $4,370-24.9% | $3,740-12.3% |
| Admin fee / account holder | $1,692 | $4,400-61.6% | $5,945-71.5% | $5,306-68.1% |