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 5-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 | $12,748 | $79,944-84.1% | $98,439-87.0% | $75,163-83.0% |
| Participation rate | 53.3% | 70.4%-17.0pp | 75.2%-21.8pp | 67.2%-13.9pp |
| Annual return | 24.32% | 19.75%+4.6pp | 21.16%+3.2pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,313 | $2,264-42.0% | $3,048-56.9% | $2,670-50.8% |
| Participant deferral / active EE | $1,607 | $3,752-57.2% | $4,738-66.1% | $4,125-61.0% |
| Admin fee / account holder | $484 | $6,840-92.9% | $8,948-94.6% | $5,651-91.4% |