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 | $18,072 | $78,926-77.1% | $136,749-86.8% | $84,808-78.7% |
| Participation rate | 40.7% | 62.2%-21.4pp | 72.1%-31.4pp | 68.3%-27.6pp |
| Annual return | 23.41% | 18.17%+5.2pp | 24.33%-0.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $851 | $2,134-60.1% | $3,400-75.0% | $2,631-67.6% |
| Participant deferral / active EE | $1,633 | $3,168-48.5% | $4,692-65.2% | $4,212-61.2% |
| Admin fee / account holder | $1,021 | $6,369-84.0% | $11,386-91.0% | $7,344-86.1% |