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 | $17,937 | $89,753-80.0% | $107,525-83.3% | $84,808-78.8% |
| Participation rate | 68.8% | 68.1%+0.7pp | 75.1%-6.3pp | 68.3%+0.4pp |
| Annual return | 19.15% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,420 | $3,113-54.4% | $3,754-62.2% | $2,631-46.0% |
| Participant deferral / active EE | $3,345 | $4,056-17.5% | $5,116-34.6% | $4,212-20.6% |
| Admin fee / account holder | $727 | $7,222-89.9% | $8,919-91.9% | $7,344-90.1% |