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 6-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 | $20,473 | $53,901-62.0% | $134,143-84.7% | $73,488-72.1% |
| Participation rate | 59.8% | 62.8%-3.0pp | 72.2%-12.3pp | 70.7%-10.8pp |
| Annual return | 11.89% | 15.82%-3.9pp | 36.33%-24.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,219 | $1,458-16.4% | $3,704-67.1% | $2,270-46.3% |
| Participant deferral / active EE | $2,148 | $2,739-21.6% | $3,499-38.6% | $3,740-42.6% |
| Admin fee / account holder | $700 | $581+20.5% | $6,684-89.5% | $513+36.4% |