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 | $18,894 | $67,606-72.1% | $82,313-77.0% | $70,131-73.1% |
| Participation rate | 51.7% | 72.8%-21.0pp | 76.9%-25.2pp | 69.5%-17.8pp |
| Annual return | 18.97% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,584 | $1,755-9.7% | $2,428-34.8% | $2,342-32.4% |
| Participant deferral / active EE | $2,832 | $2,987-5.2% | $3,706-23.6% | $3,332-15.0% |
| Admin fee / account holder | $2,294 | $4,512-49.1% | $5,608-59.1% | $4,645-50.6% |