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 | $22,488 | $86,944-74.1% | $107,525-79.1% | $74,304-69.7% |
| Participation rate | 45.9% | 59.6%-13.7pp | 75.1%-29.2pp | 60.3%-14.5pp |
| Annual return | 22.94% | 23.52%-0.6pp | 181.32%-158.4pp | 29.43%-6.5pp |
| Employer contribution / active EE | $1,245 | $2,757-54.8% | $3,754-66.8% | $2,241-44.5% |
| Participant deferral / active EE | $2,048 | $3,554-42.4% | $5,116-60.0% | $3,767-45.6% |
| Admin fee / account holder | $3,787 | $3,727+1.6% | $8,919-57.5% | $2,969+27.6% |