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 9-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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,587 | $72,277-81.2% | $101,248-86.6% | $79,858-83.0% |
| Participation rate | 68.8% | 68.5%+0.3pp | 75.8%-7.1pp | 69.6%-0.9pp |
| Annual return | 28.63% | 22.30%+6.3pp | 46.47%-17.8pp | 31.71%-3.1pp |
| Employer contribution / active EE | $3,619 | $2,692+34.5% | $3,660-1.1% | $2,471+46.5% |
| Participant deferral / active EE | $1,978 | $3,282-39.7% | $4,370-54.7% | $3,740-47.1% |
| Admin fee / account holder | $418 | $4,400-90.5% | $5,945-93.0% | $5,306-92.1% |