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 3-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 | $14,867 | $87,870-83.1% | $113,168-86.9% | $74,304-80.0% |
| Participation rate | 67.0% | 70.7%-3.7pp | 76.6%-9.6pp | 60.3%+6.7pp |
| Annual return | 19.50% | 26.44%-6.9pp | 24.27%-4.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,088 | $2,277-52.2% | $2,975-63.4% | $2,241-51.5% |
| Participant deferral / active EE | $2,605 | $4,241-38.6% | $5,107-49.0% | $3,767-30.9% |
| Admin fee / account holder | $837 | $3,368-75.2% | $12,068-93.1% | $2,969-71.8% |