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 | $23,795 | $100,923-76.4% | $150,045-84.1% | $74,304-68.0% |
| Participation rate | 20.9% | 70.1%-49.1pp | 82.3%-61.4pp | 60.3%-39.4pp |
| Annual return | 21.51% | 51.77%-30.3pp | 62.55%-41.0pp | 29.43%-7.9pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,746 | $6,709-59.1% | $7,997-65.7% | $3,767-27.1% |
| Admin fee / account holder | $1,091 | $2,767-60.6% | $13,435-91.9% | $2,969-63.2% |