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 | $29,476 | $109,413-73.1% | $156,263-81.1% | $84,808-65.2% |
| Participation rate | 45.5% | 72.7%-27.2pp | 78.9%-33.5pp | 68.3%-22.9pp |
| Annual return | 15.85% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,107 | $2,907-61.9% | $4,333-74.5% | $2,631-57.9% |
| Participant deferral / active EE | $2,339 | $4,590-49.0% | $6,158-62.0% | $4,212-44.5% |
| Admin fee / account holder | $2,689 | $9,357-71.3% | $14,255-81.1% | $7,344-63.4% |