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 | $17,314 | $82,882-79.1% | $127,761-86.4% | $72,985-76.3% |
| Participation rate | 57.4% | 71.5%-14.2pp | 79.0%-21.6pp | 69.5%-12.1pp |
| Annual return | 22.90% | 32.20%-9.3pp | 26.14%-3.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,401 | $3,346-58.1% | $4,574-69.4% | $2,440-42.6% |
| Participant deferral / active EE | $2,091 | $4,791-56.3% | $6,021-65.3% | $3,607-42.0% |
| Admin fee / account holder | $2,588 | $6,487-60.1% | $9,395-72.5% | $5,124-49.5% |