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 | $16,103 | $86,929-81.5% | $102,423-84.3% | $80,856-80.1% |
| Participation rate | 30.4% | 72.4%-41.9pp | 76.5%-46.1pp | 67.6%-37.2pp |
| Annual return | 13.10% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,553 | $2,369-34.5% | $3,023-48.6% | $2,755-43.6% |
| Participant deferral / active EE | $2,760 | $4,118-33.0% | $5,053-45.4% | $4,296-35.8% |
| Admin fee / account holder | $2,742 | $8,049-65.9% | $9,451-71.0% | $6,918-60.4% |