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 | $10,992 | $56,897-80.7% | $84,750-87.0% | $62,891-82.5% |
| Participation rate | 59.1% | 68.5%-9.4pp | 76.6%-17.5pp | 69.3%-10.2pp |
| Annual return | 5.73% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,581 | $2,400-34.1% | $3,574-55.8% | $2,281-30.7% |
| Participant deferral / active EE | $2,688 | $2,709-0.8% | $3,712-27.6% | $3,203-16.1% |
| Admin fee / account holder | $613 | $3,581-82.9% | $5,332-88.5% | $4,296-85.7% |