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 | $17,727 | $73,933-76.0% | $96,683-81.7% | $75,163-76.4% |
| Participation rate | 46.7% | 66.4%-19.8pp | 74.3%-27.7pp | 67.2%-20.5pp |
| Annual return | 27.60% | 26.70%+0.9pp | 35.69%-8.1pp | 160.62%-133.0pp |
| Employer contribution / active EE | $1,450 | $2,928-50.5% | $3,737-61.2% | $2,670-45.7% |
| Participant deferral / active EE | $2,826 | $3,659-22.8% | $4,878-42.1% | $4,125-31.5% |
| Admin fee / account holder | $503 | $5,216-90.4% | $6,730-92.5% | $5,651-91.1% |