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 | $17,301 | $98,240-82.4% | $82,313-79.0% | $147,584-88.3% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 26.09% | 30.85%-4.8pp | 25.88%+0.2pp | 578.55%-552.5pp |
| Employer contribution / active EE | $1,229 | $3,192-61.5% | $2,428-49.4% | $4,876-74.8% |
| Participant deferral / active EE | $2,891 | $4,383-34.0% | $3,706-22.0% | $5,439-46.8% |
| Admin fee / account holder | $8,454 | $8,563-1.3% | $5,608+50.7% | $10,885-22.3% |