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 6-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 | $22,193 | $95,803-76.8% | $113,168-80.4% | $84,808-73.8% |
| Participation rate | 46.1% | 72.9%-26.8pp | 76.6%-30.5pp | 68.3%-22.2pp |
| Annual return | 23.32% | 25.00%-1.7pp | 24.27%-0.9pp | 40.90%-17.6pp |
| Employer contribution / active EE | $821 | $2,360-65.2% | $2,975-72.4% | $2,631-68.8% |
| Participant deferral / active EE | $2,792 | $4,242-34.2% | $5,107-45.3% | $4,212-33.7% |
| Admin fee / account holder | $2,642 | $8,989-70.6% | $12,068-78.1% | $7,344-64.0% |