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 | $18,965 | $144,119-86.8% | $117,854-83.9% | $147,584-87.1% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 14.62% | 531.15%-516.5pp | 335.08%-320.5pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,032 | $4,896-78.9% | $3,786-72.7% | $4,876-78.8% |
| Participant deferral / active EE | $2,923 | $5,316-45.0% | $4,482-34.8% | $5,439-46.3% |
| Admin fee / account holder | $2,810 | $10,886-74.2% | $8,020-65.0% | $10,885-74.2% |