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 | $21,463 | $116,175-81.5% | $93,606-77.1% | $152,861-86.0% |
| Participation rate | 37.5% | 78.0%-40.5pp | 75.8%-38.3pp | 82.4%-44.9pp |
| Annual return | 25.66% | 35.96%-10.3pp | 32.76%-7.1pp | 345.32%-319.7pp |
| Employer contribution / active EE | $936 | $3,218-70.9% | $2,718-65.6% | $4,762-80.3% |
| Participant deferral / active EE | $1,942 | $4,603-57.8% | $4,069-52.3% | $5,850-66.8% |
| Admin fee / account holder | $1,670 | $10,748-84.5% | $7,888-78.8% | $11,596-85.6% |