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 | $26,982 | $83,477-67.7% | $125,175-78.4% | $72,985-63.0% |
| Participation rate | 63.8% | 73.3%-9.5pp | 79.8%-16.0pp | 69.5%-5.7pp |
| Annual return | 19.48% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,480 | $2,345-36.9% | $3,865-61.7% | $2,440-39.4% |
| Participant deferral / active EE | $2,177 | $3,585-39.3% | $4,937-55.9% | $3,607-39.7% |
| Admin fee / account holder | $4,482 | $5,517-18.8% | $9,702-53.8% | $5,124-12.5% |