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 | $22,787 | $95,803-76.2% | $113,168-79.9% | $84,808-73.1% |
| Participation rate | 62.8% | 72.9%-10.1pp | 76.6%-13.8pp | 68.3%-5.5pp |
| Annual return | 17.77% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,136 | $2,360-51.9% | $2,975-61.8% | $2,631-56.8% |
| Participant deferral / active EE | $3,540 | $4,242-16.6% | $5,107-30.7% | $4,212-15.9% |
| Admin fee / account holder | $1,763 | $8,989-80.4% | $12,068-85.4% | $7,344-76.0% |