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 10-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 | $22,906 | $69,977-67.3% | $108,579-78.9% | $62,891-63.6% |
| Participation rate | 69.1% | 72.9%-3.8pp | 79.6%-10.4pp | 69.3%-0.2pp |
| Annual return | 9.75% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,163 | $2,135-45.5% | $3,758-69.1% | $2,281-49.0% |
| Participant deferral / active EE | $2,226 | $3,165-29.7% | $4,311-48.4% | $3,203-30.5% |
| Admin fee / account holder | $476 | $5,076-90.6% | $7,645-93.8% | $4,296-88.9% |