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 | $30,957 | $148,978-79.2% | $200,582-84.6% | $84,808-63.5% |
| Participation rate | 48.7% | 84.2%-35.5pp | 86.9%-38.2pp | 68.3%-19.6pp |
| Annual return | 17.13% | 28.16%-11.0pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,337 | $4,815-51.5% | $6,419-63.6% | $2,631-11.2% |
| Participant deferral / active EE | $3,608 | $7,142-49.5% | $9,331-61.3% | $4,212-14.3% |
| Admin fee / account holder | $5,537 | $13,977-60.4% | $16,305-66.0% | $7,344-24.6% |