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 | $27,568 | $87,013-68.3% | $106,213-74.0% | $80,856-65.9% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.6%-1.0pp |
| Annual return | 12.98% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $822 | $2,395-65.7% | $3,171-74.1% | $2,755-70.2% |
| Participant deferral / active EE | $1,791 | $3,986-55.1% | $5,016-64.3% | $4,296-58.3% |
| Admin fee / account holder | $5,069 | $8,431-39.9% | $11,033-54.1% | $6,918-26.7% |