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 | $18,316 | $88,042-79.2% | $138,135-86.7% | $79,858-77.1% |
| Participation rate | 50.9% | 71.4%-20.5pp | 78.7%-27.8pp | 69.6%-18.8pp |
| Annual return | 15.89% | 20.58%-4.7pp | 20.51%-4.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,626 | $3,103-47.6% | $5,587-70.9% | $2,471-34.2% |
| Participant deferral / active EE | $2,378 | $4,704-49.5% | $6,431-63.0% | $3,740-36.4% |
| Admin fee / account holder | $3,699 | $7,791-52.5% | $11,856-68.8% | $5,306-30.3% |