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 | $16,029 | $113,339-85.9% | $94,993-83.1% | $147,584-89.1% |
| Participation rate | 29.4% | 78.0%-48.6pp | 73.9%-44.5pp | 82.8%-53.4pp |
| Annual return | 25.91% | 20.77%+5.1pp | 27.12%-1.2pp | 578.55%-552.6pp |
| Employer contribution / active EE | $1,419 | $3,160-55.1% | $2,603-45.5% | $4,876-70.9% |
| Participant deferral / active EE | $1,436 | $3,777-62.0% | $3,317-56.7% | $5,439-73.6% |
| Admin fee / account holder | $528 | $6,063-91.3% | $4,960-89.4% | $10,885-95.1% |