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 6-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 | $21,263 | $81,460-73.9% | $103,333-79.4% | $80,856-73.7% |
| Participation rate | 42.1% | 66.8%-24.7pp | 74.5%-32.4pp | 67.6%-25.5pp |
| Annual return | 12.37% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $901 | $3,105-71.0% | $3,868-76.7% | $2,755-67.3% |
| Participant deferral / active EE | $1,757 | $3,869-54.6% | $5,057-65.3% | $4,296-59.1% |
| Admin fee / account holder | $3,371 | $6,566-48.7% | $8,355-59.6% | $6,918-51.3% |