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 | $27,217 | $86,929-68.7% | $102,423-73.4% | $80,856-66.3% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 15.86% | 18.88%-3.0pp | 29.32%-13.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,547 | $2,369-34.7% | $3,023-48.8% | $2,755-43.9% |
| Participant deferral / active EE | $3,528 | $4,118-14.3% | $5,053-30.2% | $4,296-17.9% |
| Admin fee / account holder | $455 | $8,049-94.4% | $9,451-95.2% | $6,918-93.4% |