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 7-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 | $16,159 | $79,944-79.8% | $98,439-83.6% | $75,163-78.5% |
| Participation rate | 41.4% | 70.4%-29.0pp | 75.2%-33.8pp | 67.2%-25.8pp |
| Annual return | 20.40% | 19.75%+0.7pp | 21.16%-0.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $908 | $2,264-59.9% | $3,048-70.2% | $2,670-66.0% |
| Participant deferral / active EE | $1,818 | $3,752-51.6% | $4,738-61.6% | $4,125-55.9% |
| Admin fee / account holder | $941 | $6,840-86.2% | $8,948-89.5% | $5,651-83.3% |