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 8-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 | $26,249 | $66,098-60.3% | $101,794-74.2% | $74,304-64.7% |
| Participation rate | 43.0% | 53.8%-10.8pp | 69.2%-26.2pp | 60.3%-17.3pp |
| Annual return | 30.26% | 19.59%+10.7pp | 30.53%-0.3pp | 29.43%+0.8pp |
| Employer contribution / active EE | $617 | $1,082-42.9% | $2,289-73.0% | $2,241-72.5% |
| Participant deferral / active EE | $2,036 | $2,781-26.8% | $4,084-50.1% | $3,767-45.9% |
| Admin fee / account holder | $589 | $4,146-85.8% | $8,777-93.3% | $2,969-80.2% |