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 | $11,835 | $73,933-84.0% | $96,683-87.8% | $75,163-84.3% |
| Participation rate | 38.3% | 66.4%-28.1pp | 74.3%-36.0pp | 67.2%-28.9pp |
| Annual return | 21.90% | 26.70%-4.8pp | 35.69%-13.8pp | 160.62%-138.7pp |
| Employer contribution / active EE | $782 | $2,928-73.3% | $3,737-79.1% | $2,670-70.7% |
| Participant deferral / active EE | $1,772 | $3,659-51.6% | $4,878-63.7% | $4,125-57.0% |
| Admin fee / account holder | $847 | $5,216-83.8% | $6,730-87.4% | $5,651-85.0% |