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 10-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 | $23,036 | $72,492-68.2% | $87,100-73.6% | $72,985-68.4% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.4pp | 69.5%-10.0pp |
| Annual return | 24.13% | 24.46%-0.3pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,220 | $1,894-35.6% | $2,521-51.6% | $2,440-50.0% |
| Participant deferral / active EE | $2,479 | $3,270-24.2% | $4,049-38.8% | $3,607-31.3% |
| Admin fee / account holder | $1,954 | $5,055-61.3% | $7,497-73.9% | $5,124-61.9% |