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 | $14,129 | $86,944-83.7% | $107,525-86.9% | $74,304-81.0% |
| Participation rate | 54.1% | 59.6%-5.5pp | 75.1%-21.0pp | 60.3%-6.3pp |
| Annual return | 21.87% | 23.52%-1.6pp | 181.32%-159.4pp | 29.43%-7.6pp |
| Employer contribution / active EE | $1,272 | $2,757-53.9% | $3,754-66.1% | $2,241-43.3% |
| Participant deferral / active EE | $2,417 | $3,554-32.0% | $5,116-52.8% | $3,767-35.8% |
| Admin fee / account holder | $2,459 | $3,727-34.0% | $8,919-72.4% | $2,969-17.2% |