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 9-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 | $11,986 | $78,926-84.8% | $136,749-91.2% | $84,808-85.9% |
| Participation rate | 48.3% | 62.2%-13.9pp | 72.1%-23.9pp | 68.3%-20.0pp |
| Annual return | 15.61% | 18.17%-2.6pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,686 | $3,168-46.8% | $4,692-64.1% | $4,212-60.0% |
| Admin fee / account holder | $2,085 | $6,369-67.3% | $11,386-81.7% | $7,344-71.6% |