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 | $21,265 | $101,883-79.1% | $453,369-95.3% | $85,850-75.2% |
| Participation rate | 29.3% | 72.3%-42.9pp | 78.0%-48.7pp | 69.3%-40.0pp |
| Annual return | 15.09% | 25.38%-10.3pp | 64.40%-49.3pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,272 | $4,782-52.5% | $6,209-63.4% | $3,952-42.5% |
| Admin fee / account holder | $5,095 | $5,706-10.7% | $11,209-54.5% | $6,260-18.6% |