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 | $32,691 | $109,413-70.1% | $156,263-79.1% | $84,808-61.5% |
| Participation rate | 40.0% | 72.7%-32.7pp | 78.9%-38.9pp | 68.3%-28.3pp |
| Annual return | 16.00% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,217 | $4,590-51.7% | $6,158-64.0% | $4,212-47.4% |
| Admin fee / account holder | $1,929 | $9,357-79.4% | $14,255-86.5% | $7,344-73.7% |