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 8-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 | $16,413 | $91,552-82.1% | $133,956-87.7% | $79,858-79.4% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.4pp | 69.6%-25.2pp |
| Annual return | 22.27% | 61.85%-39.6pp | 45.09%-22.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $567 | $2,384-76.2% | $3,919-85.5% | $2,471-77.0% |
| Participant deferral / active EE | $1,945 | $3,733-47.9% | $5,048-61.5% | $3,740-48.0% |
| Admin fee / account holder | $1,059 | $6,321-83.2% | $8,927-88.1% | $5,306-80.0% |