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 5-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 | $22,848 | $80,968-71.8% | $96,544-76.3% | $75,163-69.6% |
| Participation rate | 42.2% | 71.8%-29.5pp | 76.0%-33.7pp | 67.2%-25.0pp |
| Annual return | 17.26% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,556 | $2,282-31.8% | $2,965-47.5% | $2,670-41.7% |
| Participant deferral / active EE | $3,484 | $3,928-11.3% | $4,851-28.2% | $4,125-15.6% |
| Admin fee / account holder | $1,457 | $6,724-78.3% | $8,252-82.3% | $5,651-74.2% |