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 | $22,765 | $67,411-66.2% | $91,001-75.0% | $70,131-67.5% |
| Participation rate | 65.1% | 71.4%-6.2pp | 75.6%-10.5pp | 69.5%-4.4pp |
| Annual return | 23.21% | -40.16%+63.4pp | 4.60%+18.6pp | 73.14%-49.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,793 | $2,823-36.5% | $3,547-49.4% | $3,332-46.2% |
| Admin fee / account holder | $4,427 | $4,236+4.5% | $5,417-18.3% | $4,645-4.7% |