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 3-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 | $24,228 | $80,724-70.0% | $103,333-76.6% | $74,495-67.5% |
| Participation rate | 46.2% | 65.7%-19.5pp | 74.5%-28.3pp | 67.2%-21.0pp |
| Annual return | 15.43% | 27.56%-12.1pp | 24.88%-9.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,244 | $3,157-60.6% | $3,868-67.8% | $2,623-52.6% |
| Participant deferral / active EE | $2,032 | $3,860-47.4% | $5,057-59.8% | $4,346-53.2% |
| Admin fee / account holder | $2,439 | $2,368+3.0% | $8,355-70.8% | $1,942+25.6% |