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 | $19,228 | $89,753-78.6% | $107,525-82.1% | $84,808-77.3% |
| Participation rate | 47.4% | 68.1%-20.7pp | 75.1%-27.7pp | 68.3%-20.9pp |
| Annual return | 17.11% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $933 | $3,113-70.0% | $3,754-75.2% | $2,631-64.6% |
| Participant deferral / active EE | $2,276 | $4,056-43.9% | $5,116-55.5% | $4,212-46.0% |
| Admin fee / account holder | $1,736 | $7,222-76.0% | $8,919-80.5% | $7,344-76.4% |