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 3-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 | $26,927 | $87,013-69.1% | $106,213-74.6% | $80,856-66.7% |
| Participation rate | 68.6% | 70.4%-1.9pp | 75.3%-6.7pp | 67.6%+0.9pp |
| Annual return | 28.38% | 17.05%+11.3pp | 116.14%-87.8pp | 35.59%-7.2pp |
| Employer contribution / active EE | $1,289 | $2,395-46.2% | $3,171-59.4% | $2,755-53.2% |
| Participant deferral / active EE | $2,378 | $3,986-40.3% | $5,016-52.6% | $4,296-44.6% |
| Admin fee / account holder | $5,852 | $8,431-30.6% | $11,033-47.0% | $6,918-15.4% |