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 | $17,604 | $74,927-76.5% | $101,794-82.7% | $84,808-79.2% |
| Participation rate | 55.3% | 61.4%-6.1pp | 69.2%-13.9pp | 68.3%-13.0pp |
| Annual return | 49.93% | 18.70%+31.2pp | 30.53%+19.4pp | 40.90%+9.0pp |
| Employer contribution / active EE | $1,539 | $1,522+1.2% | $2,289-32.7% | $2,631-41.5% |
| Participant deferral / active EE | $2,352 | $3,099-24.1% | $4,084-42.4% | $4,212-44.2% |
| Admin fee / account holder | $1,956 | $6,514-70.0% | $8,777-77.7% | $7,344-73.4% |