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 | $27,302 | $86,944-68.6% | $107,525-74.6% | $74,304-63.3% |
| Participation rate | 53.2% | 59.6%-6.3pp | 75.1%-21.8pp | 60.3%-7.1pp |
| Annual return | 22.06% | 23.52%-1.5pp | 181.32%-159.3pp | 29.43%-7.4pp |
| Employer contribution / active EE | $920 | $2,757-66.6% | $3,754-75.5% | $2,241-58.9% |
| Participant deferral / active EE | $4,725 | $3,554+33.0% | $5,116-7.6% | $3,767+25.4% |
| Admin fee / account holder | $1,396 | $3,727-62.5% | $8,919-84.4% | $2,969-53.0% |