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 | $27,595 | $94,625-70.8% | $116,228-76.3% | $84,808-67.5% |
| Participation rate | 35.8% | 70.4%-34.6pp | 74.6%-38.7pp | 68.3%-32.5pp |
| Annual return | 16.03% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $678 | $2,347-71.1% | $2,994-77.3% | $2,631-74.2% |
| Participant deferral / active EE | $1,997 | $3,972-49.7% | $4,953-59.7% | $4,212-52.6% |
| Admin fee / account holder | $819 | $10,091-91.9% | $11,989-93.2% | $7,344-88.8% |