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 | $18,896 | $62,127-69.6% | $81,382-76.8% | $74,495-74.6% |
| Participation rate | 38.9% | 64.0%-25.1pp | 69.5%-30.6pp | 67.2%-28.3pp |
| Annual return | 16.52% | 16.48%0pp | 24.73%-8.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,163 | $1,882-38.2% | $2,463-52.8% | $2,623-55.6% |
| Participant deferral / active EE | $2,138 | $3,229-33.8% | $3,883-44.9% | $4,346-50.8% |
| Admin fee / account holder | $1,516 | $1,934-21.6% | $5,768-73.7% | $1,942-21.9% |