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 | $25,633 | $148,978-82.8% | $200,582-87.2% | $84,808-69.8% |
| Participation rate | 47.1% | 84.2%-37.1pp | 86.9%-39.7pp | 68.3%-21.2pp |
| Annual return | 25.05% | 28.16%-3.1pp | 42.33%-17.3pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,795 | $4,815-62.7% | $6,419-72.0% | $2,631-31.8% |
| Participant deferral / active EE | $3,343 | $7,142-53.2% | $9,331-64.2% | $4,212-20.6% |
| Admin fee / account holder | $700 | $13,977-95.0% | $16,305-95.7% | $7,344-90.5% |