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 | $28,703 | $99,985-71.3% | $146,665-80.4% | $85,850-66.6% |
| Participation rate | 54.5% | 73.1%-18.5pp | 80.1%-25.5pp | 69.3%-14.8pp |
| Annual return | 12.81% | 18.93%-6.1pp | 22.74%-9.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,005 | $2,559-60.7% | $4,136-75.7% | $2,565-60.8% |
| Participant deferral / active EE | $1,823 | $4,006-54.5% | $5,506-66.9% | $3,952-53.9% |
| Admin fee / account holder | $385 | $7,702-95.0% | $10,280-96.3% | $6,260-93.9% |