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 9-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 | $24,421 | $72,492-66.3% | $87,100-72.0% | $72,985-66.5% |
| Participation rate | 35.8% | 72.8%-37.0pp | 76.9%-41.0pp | 69.5%-33.6pp |
| Annual return | 23.05% | 24.46%-1.4pp | 28.19%-5.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $964 | $1,894-49.1% | $2,521-61.8% | $2,440-60.5% |
| Participant deferral / active EE | $1,738 | $3,270-46.9% | $4,049-57.1% | $3,607-51.8% |
| Admin fee / account holder | $2,415 | $5,055-52.2% | $7,497-67.8% | $5,124-52.9% |