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 9-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 | $20,872 | $81,460-74.4% | $103,333-79.8% | $80,856-74.2% |
| Participation rate | 65.8% | 66.8%-1.1pp | 74.5%-8.8pp | 67.6%-1.9pp |
| Annual return | 27.15% | 25.55%+1.6pp | 24.88%+2.3pp | 35.59%-8.4pp |
| Employer contribution / active EE | $2,874 | $3,105-7.5% | $3,868-25.7% | $2,755+4.3% |
| Participant deferral / active EE | $4,438 | $3,869+14.7% | $5,057-12.2% | $4,296+3.3% |
| Admin fee / account holder | $1,993 | $6,566-69.6% | $8,355-76.1% | $6,918-71.2% |