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 5-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 | $33,734 | $87,870-61.6% | $113,168-70.2% | $74,304-54.6% |
| Participation rate | 69.1% | 70.7%-1.7pp | 76.6%-7.5pp | 60.3%+8.7pp |
| Annual return | 17.55% | 26.44%-8.9pp | 24.27%-6.7pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,695 | $2,277-25.6% | $2,975-43.0% | $2,241-24.4% |
| Participant deferral / active EE | $2,729 | $4,241-35.7% | $5,107-46.6% | $3,767-27.6% |
| Admin fee / account holder | $4,665 | $3,368+38.5% | $12,068-61.3% | $2,969+57.1% |