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 | $25,344 | $123,793-79.5% | $177,821-85.7% | $79,858-68.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 87.7%-27.7pp | 69.6%-9.6pp |
| Annual return | 18.22% | 22.82%-4.6pp | 48.32%-30.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,777 | $4,095-56.6% | $5,918-70.0% | $2,471-28.1% |
| Participant deferral / active EE | $2,863 | $5,956-51.9% | $7,714-62.9% | $3,740-23.5% |
| Admin fee / account holder | $2,070 | $7,243-71.4% | $12,427-83.3% | $5,306-61.0% |