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 | $16,823 | $64,348-73.9% | $90,160-81.3% | $70,131-76.0% |
| Participation rate | 60.7% | 70.4%-9.7pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 19.26% | 28.13%-8.9pp | 34.88%-15.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,094 | $2,046-46.5% | $3,318-67.0% | $2,342-53.3% |
| Participant deferral / active EE | $1,971 | $4,389-55.1% | $5,288-62.7% | $3,332-40.8% |
| Admin fee / account holder | $866 | $3,944-78.0% | $5,943-85.4% | $4,645-81.4% |