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 | $12,176 | $46,674-73.9% | $117,472-89.6% | $68,494-82.2% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -17.91% | -14.52%-3.4pp | 29.74%-47.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $869 | $1,505-42.3% | $4,176-79.2% | $2,596-66.5% |
| Participant deferral / active EE | $2,678 | $2,636+1.6% | $4,070-34.2% | $4,027-33.5% |
| Admin fee / account holder | $499 | $4,020-87.6% | $5,645-91.2% | $5,403-90.8% |