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 | $18,065 | $157,256-88.5% | $141,162-87.2% | $152,861-88.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 27.26% | 64.32%-37.1pp | 71.39%-44.1pp | 345.32%-318.1pp |
| Employer contribution / active EE | $12,408 | $5,261+135.9% | $4,735+162.1% | $4,762+160.6% |
| Participant deferral / active EE | $9,711 | $7,109+36.6% | $6,709+44.7% | $5,850+66.0% |
| Admin fee / account holder | $13,483 | $12,120+11.2% | $10,261+31.4% | $11,596+16.3% |