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 10-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 | $10,069 | $54,762-81.6% | $90,281-88.8% | $72,985-86.2% |
| Participation rate | 59.6% | 65.1%-5.6pp | 73.3%-13.7pp | 69.5%-9.9pp |
| Annual return | 23.56% | 30.63%-7.1pp | 78.10%-54.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $622 | $2,092-70.3% | $2,854-78.2% | $2,440-74.5% |
| Participant deferral / active EE | $1,507 | $2,887-47.8% | $3,885-61.2% | $3,607-58.2% |
| Admin fee / account holder | $490 | $3,972-87.7% | $5,351-90.8% | $5,124-90.4% |