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 8-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 | $19,463 | $72,277-73.1% | $101,248-80.8% | $79,858-75.6% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 16.81% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,252 | $2,692-53.5% | $3,660-65.8% | $2,471-49.3% |
| Participant deferral / active EE | $1,905 | $3,282-41.9% | $4,370-56.4% | $3,740-49.1% |
| Admin fee / account holder | $384 | $4,400-91.3% | $5,945-93.5% | $5,306-92.8% |