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 | $19,020 | $100,923-81.2% | $150,045-87.3% | $74,304-74.4% |
| Participation rate | 53.0% | 70.1%-17.0pp | 82.3%-29.3pp | 60.3%-7.3pp |
| Annual return | 17.11% | 51.77%-34.7pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,146 | $6,709-53.1% | $7,997-60.7% | $3,767-16.5% |
| Admin fee / account holder | $5,116 | $2,767+84.9% | $13,435-61.9% | $2,969+72.3% |