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 | $5,139 | $37,426-86.3% | $77,482-93.4% | $79,858-93.6% |
| Participation rate | 55.6% | 41.5%+14.0pp | 54.2%+1.4pp | 69.6%-14.1pp |
| Annual return | 21.83% | 39.70%-17.9pp | 54.79%-33.0pp | 31.71%-9.9pp |
| Employer contribution / active EE | $437 | $637-31.4% | $986-55.7% | $2,471-82.3% |
| Participant deferral / active EE | $843 | $1,260-33.1% | $1,861-54.7% | $3,740-77.5% |
| Admin fee / account holder | $712 | $2,504-71.6% | $2,858-75.1% | $5,306-86.6% |