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 | $17,089 | $109,413-84.4% | $156,263-89.1% | $84,808-79.8% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 21.14% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,613 | $2,907-44.5% | $4,333-62.8% | $2,631-38.7% |
| Participant deferral / active EE | $2,110 | $4,590-54.0% | $6,158-65.7% | $4,212-49.9% |
| Admin fee / account holder | $670 | $9,357-92.8% | $14,255-95.3% | $7,344-90.9% |