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 | $15,304 | $99,985-84.7% | $146,665-89.6% | $85,850-82.2% |
| Participation rate | 69.8% | 73.1%-3.3pp | 80.1%-10.3pp | 69.3%+0.5pp |
| Annual return | 27.26% | 18.93%+8.3pp | 22.74%+4.5pp | 318.53%-291.3pp |
| Employer contribution / active EE | $1,536 | $2,559-39.9% | $4,136-62.9% | $2,565-40.1% |
| Participant deferral / active EE | $3,452 | $4,006-13.8% | $5,506-37.3% | $3,952-12.6% |
| Admin fee / account holder | $781 | $7,702-89.9% | $10,280-92.4% | $6,260-87.5% |