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 | $10,826 | $54,541-80.2% | $78,778-86.3% | $70,131-84.6% |
| Participation rate | 42.1% | 60.8%-18.7pp | 69.2%-27.1pp | 69.5%-27.4pp |
| Annual return | 13.79% | 21.07%-7.3pp | 35.62%-21.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $308 | $1,089-71.7% | $1,986-84.5% | $2,342-86.8% |
| Participant deferral / active EE | $1,428 | $2,210-35.4% | $2,958-51.7% | $3,332-57.1% |
| Admin fee / account holder | $548 | $3,709-85.2% | $5,134-89.3% | $4,645-88.2% |