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 | $24,934 | $80,724-69.1% | $103,333-75.9% | $74,495-66.5% |
| Participation rate | 37.5% | 65.7%-28.2pp | 74.5%-37.0pp | 67.2%-29.7pp |
| Annual return | 14.96% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,389 | $3,157-56.0% | $3,868-64.1% | $2,623-47.0% |
| Participant deferral / active EE | $2,129 | $3,860-44.9% | $5,057-57.9% | $4,346-51.0% |
| Admin fee / account holder | $925 | $2,368-60.9% | $8,355-88.9% | $1,942-52.3% |