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 | $23,869 | $162,781-85.3% | $133,956-82.2% | $158,922-85.0% |
| Participation rate | 56.5% | 83.2%-26.7pp | 79.8%-23.3pp | 82.0%-25.4pp |
| Annual return | 15.99% | 41.94%-25.9pp | 45.09%-29.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,413 | $4,975-71.6% | $3,919-64.0% | $4,761-70.3% |
| Participant deferral / active EE | $2,255 | $5,911-61.9% | $5,048-55.3% | $5,982-62.3% |
| Admin fee / account holder | $3,230 | $11,736-72.5% | $8,927-63.8% | $11,246-71.3% |