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 | $12,840 | $76,552-83.2% | $123,892-89.6% | $62,891-79.6% |
| Participation rate | 64.0% | 73.0%-9.0pp | 81.4%-17.4pp | 69.3%-5.3pp |
| Annual return | 14.43% | 18.68%-4.2pp | 47.52%-33.1pp | 20.14%-5.7pp |
| Employer contribution / active EE | $1,672 | $2,883-42.0% | $4,617-63.8% | $2,281-26.7% |
| Participant deferral / active EE | $3,089 | $4,840-36.2% | $5,984-48.4% | $3,203-3.6% |
| Admin fee / account holder | $350 | $4,826-92.7% | $8,357-95.8% | $4,296-91.9% |