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 | $20,310 | $109,881-81.5% | $150,045-86.5% | $84,808-76.1% |
| Participation rate | 64.0% | 76.1%-12.1pp | 82.3%-18.3pp | 68.3%-4.3pp |
| Annual return | 20.66% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,825 | $3,561-48.8% | $4,693-61.1% | $2,631-30.6% |
| Participant deferral / active EE | $2,809 | $6,636-57.7% | $7,997-64.9% | $4,212-33.3% |
| Admin fee / account holder | $1,808 | $8,568-78.9% | $13,435-86.5% | $7,344-75.4% |