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 | $16,337 | $86,929-81.2% | $102,423-84.0% | $80,856-79.8% |
| Participation rate | 63.5% | 72.4%-8.9pp | 76.5%-13.0pp | 67.6%-4.1pp |
| Annual return | 12.85% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,245 | $2,369-47.4% | $3,023-58.8% | $2,755-54.8% |
| Participant deferral / active EE | $2,601 | $4,118-36.8% | $5,053-48.5% | $4,296-39.4% |
| Admin fee / account holder | $1,332 | $8,049-83.4% | $9,451-85.9% | $6,918-80.7% |