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 | $20,170 | $86,929-76.8% | $102,423-80.3% | $80,856-75.1% |
| Participation rate | 31.3% | 72.4%-41.1pp | 76.5%-45.2pp | 67.6%-36.4pp |
| Annual return | 14.26% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $721 | $2,369-69.6% | $3,023-76.1% | $2,755-73.8% |
| Participant deferral / active EE | $1,932 | $4,118-53.1% | $5,053-61.8% | $4,296-55.0% |
| Admin fee / account holder | $677 | $8,049-91.6% | $9,451-92.8% | $6,918-90.2% |