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 | $29,196 | $94,625-69.1% | $116,228-74.9% | $84,808-65.6% |
| Participation rate | 60.9% | 70.4%-9.6pp | 74.6%-13.7pp | 68.3%-7.4pp |
| Annual return | 19.59% | 20.40%-0.8pp | 90.06%-70.5pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,274 | $2,347-45.7% | $2,994-57.4% | $2,631-51.6% |
| Participant deferral / active EE | $2,268 | $3,972-42.9% | $4,953-54.2% | $4,212-46.2% |
| Admin fee / account holder | $2,312 | $10,091-77.1% | $11,989-80.7% | $7,344-68.5% |