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 7-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 | $8,558 | $78,672-89.1% | $109,143-92.2% | $85,850-90.0% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 15.59% | 25.09%-9.5pp | 25.75%-10.2pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,591 | $2,735-41.8% | $3,722-57.2% | $2,565-38.0% |
| Participant deferral / active EE | $2,675 | $3,467-22.9% | $4,653-42.5% | $3,952-32.3% |
| Admin fee / account holder | $863 | $5,469-84.2% | $6,752-87.2% | $6,260-86.2% |