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 | $28,586 | $87,870-67.5% | $113,168-74.7% | $74,304-61.5% |
| Participation rate | 46.3% | 70.7%-24.5pp | 76.6%-30.3pp | 60.3%-14.1pp |
| Annual return | 30.54% | 26.44%+4.1pp | 24.27%+6.3pp | 29.43%+1.1pp |
| Employer contribution / active EE | $1,795 | $2,277-21.2% | $2,975-39.7% | $2,241-19.9% |
| Participant deferral / active EE | $3,566 | $4,241-15.9% | $5,107-30.2% | $3,767-5.3% |
| Admin fee / account holder | $2,109 | $3,368-37.4% | $12,068-82.5% | $2,969-29.0% |