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 | $21,135 | $87,013-75.7% | $106,213-80.1% | $80,856-73.9% |
| Participation rate | 54.5% | 70.4%-15.9pp | 75.3%-20.7pp | 67.6%-13.1pp |
| Annual return | 14.38% | 17.05%-2.7pp | 116.14%-101.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,381 | $2,395-42.4% | $3,171-56.5% | $2,755-49.9% |
| Participant deferral / active EE | $2,410 | $3,986-39.5% | $5,016-51.9% | $4,296-43.9% |
| Admin fee / account holder | $1,307 | $8,431-84.5% | $11,033-88.2% | $6,918-81.1% |