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 3-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 | $12,185 | $74,927-83.7% | $101,794-88.0% | $84,808-85.6% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.2%-12.0pp | 68.3%-11.2pp |
| Annual return | 25.40% | 18.70%+6.7pp | 30.53%-5.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $597 | $1,522-60.8% | $2,289-73.9% | $2,631-77.3% |
| Participant deferral / active EE | $2,183 | $3,099-29.6% | $4,084-46.5% | $4,212-48.2% |
| Admin fee / account holder | $1,653 | $6,514-74.6% | $8,777-81.2% | $7,344-77.5% |