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 10-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 | $14,595 | $50,464-71.1% | $75,781-80.7% | $52,331-72.1% |
| Participation rate | 44.8% | 66.8%-21.9pp | 75.8%-31.0pp | 68.1%-23.3pp |
| Annual return | 0.88% | 1.03%-0.1pp | 9.68%-8.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,109 | $1,988-44.2% | $3,323-66.6% | $1,882-41.1% |
| Participant deferral / active EE | $2,072 | $2,570-19.4% | $3,651-43.3% | $3,022-31.4% |
| Admin fee / account holder | $1,597 | $1,103+44.8% | $5,299-69.9% | $592+169.9% |