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 | $22,429 | $87,733-74.4% | $106,548-78.9% | $85,850-73.9% |
| Participation rate | 65.6% | 71.9%-6.3pp | 76.1%-10.5pp | 69.3%-3.7pp |
| Annual return | 15.84% | 21.86%-6.0pp | 26.80%-11.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $750 | $2,073-63.8% | $2,819-73.4% | $2,565-70.7% |
| Participant deferral / active EE | $1,606 | $3,469-53.7% | $4,398-63.5% | $3,952-59.4% |
| Admin fee / account holder | $471 | $6,767-93.0% | $7,407-93.6% | $6,260-92.5% |