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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,290 | $86,929-75.5% | $102,423-79.2% | $80,856-73.7% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.6%-14.9pp |
| Annual return | 12.95% | 18.88%-5.9pp | 29.32%-16.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,455 | $2,369-38.6% | $3,023-51.9% | $2,755-47.2% |
| Participant deferral / active EE | $2,658 | $4,118-35.5% | $5,053-47.4% | $4,296-38.1% |
| Admin fee / account holder | $3,937 | $8,049-51.1% | $9,451-58.3% | $6,918-43.1% |