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 | $14,853 | $109,881-86.5% | $150,045-90.1% | $84,808-82.5% |
| Participation rate | 57.9% | 76.1%-18.2pp | 82.3%-24.4pp | 68.3%-10.4pp |
| Annual return | 16.01% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,744 | $3,561-51.0% | $4,693-62.8% | $2,631-33.7% |
| Participant deferral / active EE | $3,410 | $6,636-48.6% | $7,997-57.4% | $4,212-19.0% |
| Admin fee / account holder | $4,388 | $8,568-48.8% | $13,435-67.3% | $7,344-40.3% |