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 | $18,597 | $72,277-74.3% | $101,248-81.6% | $79,858-76.7% |
| Participation rate | 54.7% | 68.5%-13.7pp | 75.8%-21.1pp | 69.6%-14.9pp |
| Annual return | 15.64% | 22.30%-6.7pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,127 | $2,692-58.1% | $3,660-69.2% | $2,471-54.4% |
| Participant deferral / active EE | $2,169 | $3,282-33.9% | $4,370-50.4% | $3,740-42.0% |
| Admin fee / account holder | $1,136 | $4,400-74.2% | $5,945-80.9% | $5,306-78.6% |