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 | $19,570 | $64,348-69.6% | $90,160-78.3% | $70,131-72.1% |
| Participation rate | 44.1% | 70.4%-26.3pp | 76.9%-32.8pp | 69.5%-25.4pp |
| Annual return | 21.76% | 28.13%-6.4pp | 34.88%-13.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,305 | $4,389-1.9% | $5,288-18.6% | $3,332+29.2% |
| Admin fee / account holder | $655 | $3,944-83.4% | $5,943-89.0% | $4,645-85.9% |