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 | $16,841 | $76,367-77.9% | $93,606-82.0% | $72,985-76.9% |
| Participation rate | 42.5% | 71.7%-29.2pp | 75.8%-33.3pp | 69.5%-27.0pp |
| Annual return | 25.51% | 25.82%-0.3pp | 32.76%-7.2pp | 81.00%-55.5pp |
| Employer contribution / active EE | $707 | $2,275-68.9% | $2,718-74.0% | $2,440-71.0% |
| Participant deferral / active EE | $2,279 | $3,538-35.6% | $4,069-44.0% | $3,607-36.8% |
| Admin fee / account holder | $561 | $6,838-91.8% | $7,888-92.9% | $5,124-89.0% |