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 | $10,116 | $56,110-82.0% | $94,993-89.4% | $70,131-85.6% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.9%-42.8pp | 69.5%-38.5pp |
| Annual return | 28.38% | 51.02%-22.6pp | 27.12%+1.3pp | 73.14%-44.8pp |
| Employer contribution / active EE | $595 | $1,442-58.8% | $2,603-77.2% | $2,342-74.6% |
| Participant deferral / active EE | $1,034 | $2,391-56.8% | $3,317-68.8% | $3,332-69.0% |
| Admin fee / account holder | $378 | $3,456-89.1% | $4,960-92.4% | $4,645-91.9% |