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 7-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 | $12,966 | $91,190-85.8% | $178,490-92.7% | $79,858-83.8% |
| Participation rate | 19.7% | 69.2%-49.5pp | 81.9%-62.2pp | 69.6%-49.9pp |
| Annual return | 52.56% | 24.19%+28.4pp | 151.07%-98.5pp | 31.71%+20.8pp |
| Employer contribution / active EE | $486 | $3,256-85.1% | $5,011-90.3% | $2,471-80.3% |
| Participant deferral / active EE | $1,202 | $3,236-62.8% | $5,202-76.9% | $3,740-67.9% |
| Admin fee / account holder | $1,660 | $6,751-75.4% | $13,984-88.1% | $5,306-68.7% |