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 | $28,002 | $86,929-67.8% | $102,423-72.7% | $80,856-65.4% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.6%-7.0pp |
| Annual return | 12.72% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,579 | $2,369-33.4% | $3,023-47.8% | $2,755-42.7% |
| Participant deferral / active EE | $3,936 | $4,118-4.4% | $5,053-22.1% | $4,296-8.4% |
| Admin fee / account holder | $498 | $8,049-93.8% | $9,451-94.7% | $6,918-92.8% |