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 | $19,328 | $66,098-70.8% | $101,794-81.0% | $74,304-74.0% |
| Participation rate | 61.1% | 53.8%+7.3pp | 69.2%-8.1pp | 60.3%+0.7pp |
| Annual return | 21.54% | 19.59%+1.9pp | 30.53%-9.0pp | 29.43%-7.9pp |
| Employer contribution / active EE | $2,066 | $1,082+91.0% | $2,289-9.7% | $2,241-7.8% |
| Participant deferral / active EE | $3,082 | $2,781+10.8% | $4,084-24.5% | $3,767-18.2% |
| Admin fee / account holder | $2,651 | $4,146-36.0% | $8,777-69.8% | $2,969-10.7% |