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 8-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 | $18,682 | $54,590-65.8% | $81,930-77.2% | $73,488-74.6% |
| Participation rate | 62.1% | 68.3%-6.2pp | 72.0%-9.9pp | 70.7%-8.5pp |
| Annual return | 20.59% | 17.74%+2.9pp | 29.49%-8.9pp | 28.51%-7.9pp |
| Employer contribution / active EE | $1,417 | $1,636-13.4% | $4,310-67.1% | $2,270-37.6% |
| Participant deferral / active EE | $2,506 | $2,759-9.2% | $7,107-64.7% | $3,740-33.0% |
| Admin fee / account holder | $2,182 | $592+268.6% | $5,158-57.7% | $513+325.4% |