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 | $25,703 | $78,422-67.2% | $95,952-73.2% | $79,858-67.8% |
| Participation rate | 64.5% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.1pp |
| Annual return | 17.20% | 19.37%-2.2pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,152 | $1,945+10.6% | $2,541-15.3% | $2,471-12.9% |
| Participant deferral / active EE | $3,760 | $3,440+9.3% | $4,167-9.8% | $3,740+0.5% |
| Admin fee / account holder | $1,205 | $5,622-78.6% | $6,795-82.3% | $5,306-77.3% |