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 | $17,953 | $53,777-66.6% | $134,143-86.6% | $79,858-77.5% |
| Participation rate | 50.0% | 58.8%-8.8pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | 14.01% | 19.01%-5.0pp | 36.33%-22.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $728 | $1,321-44.9% | $3,704-80.3% | $2,471-70.5% |
| Participant deferral / active EE | $1,044 | $2,420-56.9% | $3,499-70.2% | $3,740-72.1% |
| Admin fee / account holder | $1,395 | $3,984-65.0% | $6,684-79.1% | $5,306-73.7% |