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 | $23,676 | $77,660-69.5% | $109,143-78.3% | $79,386-70.2% |
| Participation rate | 62.2% | 67.8%-5.6pp | 75.9%-13.7pp | 70.7%-8.5pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,494 | $2,797+24.9% | $3,722-6.1% | $2,427+43.9% |
| Participant deferral / active EE | $5,387 | $3,518+53.1% | $4,653+15.8% | $4,046+33.2% |
| Admin fee / account holder | $2,610 | $732+256.5% | $6,752-61.3% | $626+316.7% |