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 7-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 | $19,774 | $80,968-75.6% | $96,544-79.5% | $75,163-73.7% |
| Participation rate | 66.2% | 71.8%-5.6pp | 76.0%-9.7pp | 67.2%-1.0pp |
| Annual return | 15.85% | 27.06%-11.2pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,705 | $2,282-25.3% | $2,965-42.5% | $2,670-36.1% |
| Participant deferral / active EE | $2,254 | $3,928-42.6% | $4,851-53.5% | $4,125-45.4% |
| Admin fee / account holder | $1,279 | $6,724-81.0% | $8,252-84.5% | $5,651-77.4% |