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 | $16,837 | $81,460-79.3% | $103,333-83.7% | $80,856-79.2% |
| Participation rate | 36.2% | 66.8%-30.7pp | 74.5%-38.3pp | 67.6%-31.5pp |
| Annual return | 15.12% | 25.55%-10.4pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,288 | $3,105-58.5% | $3,868-66.7% | $2,755-53.3% |
| Participant deferral / active EE | $2,477 | $3,869-36.0% | $5,057-51.0% | $4,296-42.3% |
| Admin fee / account holder | $1,255 | $6,566-80.9% | $8,355-85.0% | $6,918-81.9% |