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 9-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 | $19,761 | $64,324-69.3% | $118,925-83.4% | $79,858-75.3% |
| Participation rate | 26.2% | 64.9%-38.7pp | 75.4%-49.2pp | 69.6%-43.4pp |
| Annual return | 29.58% | 86.45%-56.9pp | 35.88%-6.3pp | 31.71%-2.1pp |
| Employer contribution / active EE | $721 | $1,836-60.7% | $3,263-77.9% | $2,471-70.8% |
| Participant deferral / active EE | $1,275 | $2,824-54.8% | $4,265-70.1% | $3,740-65.9% |
| Admin fee / account holder | $909 | $4,040-77.5% | $6,581-86.2% | $5,306-82.9% |