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 5-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 | $26,126 | $125,758-79.2% | $169,993-84.6% | $75,163-65.2% |
| Participation rate | 62.3% | 83.6%-21.3pp | 87.0%-24.7pp | 67.2%-4.9pp |
| Annual return | 22.45% | 27.20%-4.7pp | 53.37%-30.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,241 | $4,615-51.4% | $6,785-67.0% | $2,670-16.1% |
| Participant deferral / active EE | $3,888 | $6,837-43.1% | $10,408-62.6% | $4,125-5.7% |
| Admin fee / account holder | $1,202 | $8,173-85.3% | $12,815-90.6% | $5,651-78.7% |