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 | $17,662 | $68,547-74.2% | $120,354-85.3% | $80,856-78.2% |
| Participation rate | 42.4% | 61.6%-19.2pp | 71.9%-29.5pp | 67.6%-25.2pp |
| Annual return | 45.85% | 23.60%+22.3pp | 107.15%-61.3pp | 35.59%+10.3pp |
| Employer contribution / active EE | $1,134 | $2,051-44.7% | $3,463-67.3% | $2,755-58.8% |
| Participant deferral / active EE | $1,802 | $3,173-43.2% | $4,991-63.9% | $4,296-58.1% |
| Admin fee / account holder | $939 | $5,732-83.6% | $9,423-90.0% | $6,918-86.4% |