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 | $16,142 | $81,460-80.2% | $103,333-84.4% | $80,856-80.0% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.6%-21.0pp |
| Annual return | 14.18% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,036 | $3,105-66.6% | $3,868-73.2% | $2,755-62.4% |
| Participant deferral / active EE | $1,897 | $3,869-51.0% | $5,057-62.5% | $4,296-55.8% |
| Admin fee / account holder | $1,006 | $6,566-84.7% | $8,355-88.0% | $6,918-85.5% |