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 | $8,333 | $53,777-84.5% | $134,143-93.8% | $79,858-89.6% |
| Participation rate | 33.7% | 58.8%-25.1pp | 72.2%-38.5pp | 69.6%-35.9pp |
| Annual return | 18.34% | 19.01%-0.7pp | 36.33%-18.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $704 | $1,321-46.7% | $3,704-81.0% | $2,471-71.5% |
| Participant deferral / active EE | $1,030 | $2,420-57.4% | $3,499-70.6% | $3,740-72.5% |
| Admin fee / account holder | $1,759 | $3,984-55.9% | $6,684-73.7% | $5,306-66.9% |