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 | $16,147 | $72,277-77.7% | $101,248-84.1% | $79,858-79.8% |
| Participation rate | 59.6% | 68.5%-8.9pp | 75.8%-16.2pp | 69.6%-10.1pp |
| Annual return | 19.05% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,070 | $3,282-6.4% | $4,370-29.8% | $3,740-17.9% |
| Admin fee / account holder | $1,743 | $4,400-60.4% | $5,945-70.7% | $5,306-67.1% |