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 | $24,445 | $91,407-73.3% | $135,903-82.0% | $71,457-65.8% |
| Participation rate | 48.6% | 75.7%-27.1pp | 81.9%-33.3pp | 67.9%-19.3pp |
| Annual return | 19.88% | 29.90%-10.0pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,946 | $7,092-30.3% | $7,758-36.2% | $4,289+15.3% |
| Admin fee / account holder | $1,797 | $1,266+42.0% | $10,762-83.3% | $1,587+13.2% |