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 | $20,699 | $65,041-68.2% | $90,951-77.2% | $79,858-74.1% |
| Participation rate | 35.9% | 61.6%-25.7pp | 69.0%-33.1pp | 69.6%-33.7pp |
| Annual return | 13.64% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $583 | $1,247-53.3% | $2,122-72.5% | $2,471-76.4% |
| Participant deferral / active EE | $1,767 | $2,512-29.7% | $3,373-47.6% | $3,740-52.8% |
| Admin fee / account holder | $5,244 | $4,536+15.6% | $5,959-12.0% | $5,306-1.2% |