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 | $14,717 | $65,365-77.5% | $92,893-84.2% | $72,985-79.8% |
| Participation rate | 43.8% | 68.3%-24.6pp | 76.0%-32.3pp | 69.5%-25.7pp |
| Annual return | 30.72% | 42.10%-11.4pp | 109.41%-78.7pp | 81.00%-50.3pp |
| Employer contribution / active EE | $1,005 | $2,594-61.3% | $3,653-72.5% | $2,440-58.8% |
| Participant deferral / active EE | $2,254 | $3,128-28.0% | $4,236-46.8% | $3,607-37.5% |
| Admin fee / account holder | $1,117 | $4,251-73.7% | $5,794-80.7% | $5,124-78.2% |