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 | $20,237 | $76,670-73.6% | $96,683-79.1% | $71,457-71.7% |
| Participation rate | 42.9% | 66.6%-23.7pp | 74.3%-31.5pp | 67.9%-25.1pp |
| Annual return | 18.13% | 48.29%-30.2pp | 35.69%-17.6pp | 28.85%-10.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,967 | $3,771-47.8% | $4,878-59.7% | $4,289-54.1% |
| Admin fee / account holder | $3,034 | $2,028+49.6% | $6,730-54.9% | $1,587+91.2% |