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 | $22,513 | $66,098-65.9% | $101,794-77.9% | $74,304-69.7% |
| Participation rate | 33.3% | 53.8%-20.4pp | 69.2%-35.9pp | 60.3%-27.0pp |
| Annual return | 18.30% | 19.59%-1.3pp | 30.53%-12.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $793 | $1,082-26.7% | $2,289-65.3% | $2,241-64.6% |
| Participant deferral / active EE | $2,398 | $2,781-13.8% | $4,084-41.3% | $3,767-36.3% |
| Admin fee / account holder | $2,810 | $4,146-32.2% | $8,777-68.0% | $2,969-5.4% |