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 | $22,727 | $79,944-71.6% | $98,439-76.9% | $75,163-69.8% |
| Participation rate | 41.5% | 70.4%-28.9pp | 75.2%-33.6pp | 67.2%-25.7pp |
| Annual return | 16.69% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,327 | $2,264-41.4% | $3,048-56.5% | $2,670-50.3% |
| Participant deferral / active EE | $2,348 | $3,752-37.4% | $4,738-50.4% | $4,125-43.1% |
| Admin fee / account holder | $2,119 | $6,840-69.0% | $8,948-76.3% | $5,651-62.5% |