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 | $21,360 | $86,929-75.4% | $102,423-79.1% | $80,856-73.6% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.6%-6.3pp |
| Annual return | 11.15% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,791 | $2,369-24.4% | $3,023-40.8% | $2,755-35.0% |
| Participant deferral / active EE | $2,504 | $4,118-39.2% | $5,053-50.4% | $4,296-41.7% |
| Admin fee / account holder | $2,808 | $8,049-65.1% | $9,451-70.3% | $6,918-59.4% |