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 8-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 | $25,155 | $83,477-69.9% | $125,175-79.9% | $72,985-65.5% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.5%-8.8pp |
| Annual return | 27.10% | 25.78%+1.3pp | 43.79%-16.7pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,805 | $2,345-23.0% | $3,865-53.3% | $2,440-26.0% |
| Participant deferral / active EE | $3,080 | $3,585-14.1% | $4,937-37.6% | $3,607-14.6% |
| Admin fee / account holder | $324 | $5,517-94.1% | $9,702-96.7% | $5,124-93.7% |