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 7-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 | $26,780 | $95,803-72.0% | $113,168-76.3% | $84,808-68.4% |
| Participation rate | 54.1% | 72.9%-18.8pp | 76.6%-22.5pp | 68.3%-14.3pp |
| Annual return | 15.73% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $848 | $2,360-64.0% | $2,975-71.5% | $2,631-67.8% |
| Participant deferral / active EE | $2,214 | $4,242-47.8% | $5,107-56.6% | $4,212-47.4% |
| Admin fee / account holder | $612 | $8,989-93.2% | $12,068-94.9% | $7,344-91.7% |