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 | $13,495 | $56,484-76.1% | $169,463-92.0% | $64,186-79.0% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | 8.60% | -1.55%+10.2pp | 1.83%+6.8pp | 7.63%+1.0pp |
| Employer contribution / active EE | $1,692 | $1,832-7.7% | $4,159-59.3% | $2,381-28.9% |
| Participant deferral / active EE | $2,261 | $3,448-34.4% | $5,277-57.1% | $3,470-34.8% |
| Admin fee / account holder | $525 | $4,174-87.4% | $9,109-94.2% | $4,888-89.3% |