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 | $29,294 | $86,929-66.3% | $102,423-71.4% | $80,856-63.8% |
| Participation rate | 63.0% | 72.4%-9.4pp | 76.5%-13.5pp | 67.6%-4.7pp |
| Annual return | 10.68% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,828 | $2,369-22.9% | $3,023-39.6% | $2,755-33.7% |
| Participant deferral / active EE | $3,191 | $4,118-22.5% | $5,053-36.9% | $4,296-25.7% |
| Admin fee / account holder | $2,791 | $8,049-65.3% | $9,451-70.5% | $6,918-59.7% |