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 | $18,620 | $72,492-74.3% | $87,100-78.6% | $72,985-74.5% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-0.9pp |
| Annual return | 22.85% | 24.46%-1.6pp | 28.19%-5.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,293 | $1,894-31.7% | $2,521-48.7% | $2,440-47.0% |
| Participant deferral / active EE | $2,547 | $3,270-22.1% | $4,049-37.1% | $3,607-29.4% |
| Admin fee / account holder | $2,007 | $5,055-60.3% | $7,497-73.2% | $5,124-60.8% |