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 | $14,724 | $64,348-77.1% | $90,160-83.7% | $70,131-79.0% |
| Participation rate | 61.1% | 70.4%-9.3pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 14.67% | 28.13%-13.5pp | 34.88%-20.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,453 | $2,046-28.9% | $3,318-56.2% | $2,342-38.0% |
| Participant deferral / active EE | $2,272 | $4,389-48.2% | $5,288-57.0% | $3,332-31.8% |
| Admin fee / account holder | $365 | $3,944-90.8% | $5,943-93.9% | $4,645-92.2% |