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 | $24,583 | $83,477-70.6% | $125,175-80.4% | $72,985-66.3% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.7pp | 69.5%-17.4pp |
| Annual return | 22.41% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,423 | $2,345-39.3% | $3,865-63.2% | $2,440-41.7% |
| Participant deferral / active EE | $1,953 | $3,585-45.5% | $4,937-60.4% | $3,607-45.9% |
| Admin fee / account holder | $3,574 | $5,517-35.2% | $9,702-63.2% | $5,124-30.3% |