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 | $33,107 | $87,870-62.3% | $113,168-70.7% | $74,304-55.4% |
| Participation rate | 46.1% | 70.7%-24.6pp | 76.6%-30.5pp | 60.3%-14.3pp |
| Annual return | 19.43% | 26.44%-7.0pp | 24.27%-4.8pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,722 | $2,277-24.4% | $2,975-42.1% | $2,241-23.2% |
| Participant deferral / active EE | $2,162 | $4,241-49.0% | $5,107-57.7% | $3,767-42.6% |
| Admin fee / account holder | $1,729 | $3,368-48.7% | $12,068-85.7% | $2,969-41.8% |