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 10-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 | $23,645 | $67,606-65.0% | $82,313-71.3% | $70,131-66.3% |
| Participation rate | 69.0% | 72.8%-3.7pp | 76.9%-7.8pp | 69.5%-0.5pp |
| Annual return | 15.63% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,089 | $1,755-38.0% | $2,428-55.2% | $2,342-53.5% |
| Participant deferral / active EE | $1,720 | $2,987-42.4% | $3,706-53.6% | $3,332-48.4% |
| Admin fee / account holder | $1,525 | $4,512-66.2% | $5,608-72.8% | $4,645-67.2% |