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 | $11,152 | $81,460-86.3% | $103,333-89.2% | $80,856-86.2% |
| Participation rate | 68.5% | 66.8%+1.6pp | 74.5%-6.0pp | 67.6%+0.9pp |
| Annual return | 14.37% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $982 | $3,105-68.4% | $3,868-74.6% | $2,755-64.4% |
| Participant deferral / active EE | $2,264 | $3,869-41.5% | $5,057-55.2% | $4,296-47.3% |
| Admin fee / account holder | $1,072 | $6,566-83.7% | $8,355-87.2% | $6,918-84.5% |