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 9-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 | $32,732 | $95,803-65.8% | $113,168-71.1% | $84,808-61.4% |
| Participation rate | 51.7% | 72.9%-21.1pp | 76.6%-24.8pp | 68.3%-16.6pp |
| Annual return | 18.21% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,440 | $2,360-39.0% | $2,975-51.6% | $2,631-45.3% |
| Participant deferral / active EE | $3,158 | $4,242-25.6% | $5,107-38.2% | $4,212-25.0% |
| Admin fee / account holder | $4,905 | $8,989-45.4% | $12,068-59.4% | $7,344-33.2% |