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 7-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 | $19,177 | $69,454-72.4% | $180,183-89.4% | $74,304-74.2% |
| Participation rate | 45.5% | 61.8%-16.3pp | 77.4%-32.0pp | 60.3%-14.9pp |
| Annual return | 22.62% | 25.86%-3.2pp | 27.86%-5.2pp | 29.43%-6.8pp |
| Employer contribution / active EE | $859 | $3,155-72.8% | $5,039-83.0% | $2,241-61.7% |
| Participant deferral / active EE | $2,188 | $4,662-53.1% | $6,822-67.9% | $3,767-41.9% |
| Admin fee / account holder | $1,064 | $3,036-65.0% | $19,975-94.7% | $2,969-64.2% |