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 | $16,246 | $81,460-80.1% | $103,333-84.3% | $80,856-79.9% |
| Participation rate | 39.1% | 66.8%-27.8pp | 74.5%-35.4pp | 67.6%-28.6pp |
| Annual return | 10.69% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,031 | $3,105-66.8% | $3,868-73.4% | $2,755-62.6% |
| Participant deferral / active EE | $1,617 | $3,869-58.2% | $5,057-68.0% | $4,296-62.4% |
| Admin fee / account holder | $726 | $6,566-88.9% | $8,355-91.3% | $6,918-89.5% |