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 3-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 | $20,441 | $81,460-74.9% | $103,333-80.2% | $80,856-74.7% |
| Participation rate | 56.2% | 66.8%-10.7pp | 74.5%-18.3pp | 67.6%-11.5pp |
| Annual return | 18.60% | 25.55%-6.9pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,624 | $3,105-15.5% | $3,868-32.2% | $2,755-4.7% |
| Participant deferral / active EE | $1,845 | $3,869-52.3% | $5,057-63.5% | $4,296-57.1% |
| Admin fee / account holder | $2,792 | $6,566-57.5% | $8,355-66.6% | $6,918-59.6% |