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 | $26,316 | $80,968-67.5% | $96,544-72.7% | $75,163-65.0% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 27.44% | 27.06%+0.4pp | 25.84%+1.6pp | 160.62%-133.2pp |
| Employer contribution / active EE | $1,887 | $2,282-17.3% | $2,965-36.3% | $2,670-29.3% |
| Participant deferral / active EE | $3,030 | $3,928-22.9% | $4,851-37.5% | $4,125-26.5% |
| Admin fee / account holder | $395 | $6,724-94.1% | $8,252-95.2% | $5,651-93.0% |