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 5-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 | $18,304 | $100,923-81.9% | $150,045-87.8% | $74,304-75.4% |
| Participation rate | 48.5% | 70.1%-21.6pp | 82.3%-33.8pp | 60.3%-11.9pp |
| Annual return | 18.92% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,746 | $6,709-59.1% | $7,997-65.7% | $3,767-27.1% |
| Admin fee / account holder | $2,067 | $2,767-25.3% | $13,435-84.6% | $2,969-30.4% |