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 | $12,759 | $63,355-79.9% | $91,989-86.1% | $72,985-82.5% |
| Participation rate | 28.6% | 72.5%-43.9pp | 78.6%-50.1pp | 69.5%-40.9pp |
| Annual return | 36.53% | 35.35%+1.2pp | 69.02%-32.5pp | 81.00%-44.5pp |
| Employer contribution / active EE | $1,000 | $2,116-52.7% | $3,452-71.0% | $2,440-59.0% |
| Participant deferral / active EE | $2,816 | $4,883-42.3% | $5,923-52.5% | $3,607-21.9% |
| Admin fee / account holder | $2,580 | $4,668-44.7% | $7,743-66.7% | $5,124-49.6% |