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 | $29,265 | $86,929-66.3% | $102,423-71.4% | $80,856-63.8% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 19.80% | 18.88%+0.9pp | 29.32%-9.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,747 | $2,369-26.3% | $3,023-42.2% | $2,755-36.6% |
| Participant deferral / active EE | $2,594 | $4,118-37.0% | $5,053-48.7% | $4,296-39.6% |
| Admin fee / account holder | $2,453 | $8,049-69.5% | $9,451-74.0% | $6,918-64.5% |