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 8-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 | $19,773 | $74,927-73.6% | $101,794-80.6% | $84,808-76.7% |
| Participation rate | 37.9% | 61.4%-23.5pp | 69.2%-31.3pp | 68.3%-30.4pp |
| Annual return | 17.57% | 18.70%-1.1pp | 30.53%-13.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $834 | $1,522-45.2% | $2,289-63.6% | $2,631-68.3% |
| Participant deferral / active EE | $1,375 | $3,099-55.6% | $4,084-66.3% | $4,212-67.4% |
| Admin fee / account holder | $371 | $6,514-94.3% | $8,777-95.8% | $7,344-95.0% |