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 | $20,116 | $81,460-75.3% | $103,333-80.5% | $80,856-75.1% |
| Participation rate | 42.1% | 66.8%-24.7pp | 74.5%-32.4pp | 67.6%-25.5pp |
| Annual return | 12.55% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,311 | $3,105-57.8% | $3,868-66.1% | $2,755-52.4% |
| Participant deferral / active EE | $2,438 | $3,869-37.0% | $5,057-51.8% | $4,296-43.3% |
| Admin fee / account holder | $7,479 | $6,566+13.9% | $8,355-10.5% | $6,918+8.1% |