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 | $18,595 | $84,936-78.1% | $111,297-83.3% | $79,386-76.6% |
| Participation rate | 53.8% | 75.9%-22.0pp | 77.3%-23.5pp | 70.7%-16.9pp |
| Annual return | 13.95% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,459 | $1,979-26.3% | $2,731-46.6% | $2,427-39.9% |
| Participant deferral / active EE | $2,417 | $3,888-37.8% | $4,487-46.1% | $4,046-40.3% |
| Admin fee / account holder | $6,146 | $537+1044.2% | $7,964-22.8% | $626+881.2% |