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 | $22,355 | $89,753-75.1% | $107,525-79.2% | $84,808-73.6% |
| Participation rate | 63.0% | 68.1%-5.1pp | 75.1%-12.1pp | 68.3%-5.3pp |
| Annual return | 16.94% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,060 | $3,113-66.0% | $3,754-71.8% | $2,631-59.7% |
| Participant deferral / active EE | $2,714 | $4,056-33.1% | $5,116-46.9% | $4,212-35.6% |
| Admin fee / account holder | $2,041 | $7,222-71.7% | $8,919-77.1% | $7,344-72.2% |