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 | $22,645 | $89,753-74.8% | $107,525-78.9% | $84,808-73.3% |
| Participation rate | 62.2% | 68.1%-5.9pp | 75.1%-12.9pp | 68.3%-6.1pp |
| Annual return | 17.42% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,743 | $3,113-44.0% | $3,754-53.6% | $2,631-33.7% |
| Participant deferral / active EE | $2,156 | $4,056-46.8% | $5,116-57.8% | $4,212-48.8% |
| Admin fee / account holder | $1,926 | $7,222-73.3% | $8,919-78.4% | $7,344-73.8% |