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 | $11,664 | $86,891-86.6% | $142,449-91.8% | $75,163-84.5% |
| Participation rate | 58.3% | 68.5%-10.2pp | 76.8%-18.4pp | 67.2%-8.9pp |
| Annual return | 18.41% | 23.31%-4.9pp | 19.99%-1.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,079 | $3,355-67.8% | $4,847-77.7% | $2,670-59.6% |
| Participant deferral / active EE | $2,373 | $4,938-51.9% | $6,283-62.2% | $4,125-42.5% |
| Admin fee / account holder | $1,883 | $7,299-74.2% | $10,011-81.2% | $5,651-66.7% |