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 | $10,811 | $56,897-81.0% | $84,750-87.2% | $62,891-82.8% |
| Participation rate | 26.1% | 68.5%-42.5pp | 76.6%-50.5pp | 69.3%-43.2pp |
| Annual return | 30.74% | 6.30%+24.4pp | 22.78%+8.0pp | 20.14%+10.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,080 | $2,709-23.2% | $3,712-44.0% | $3,203-35.0% |
| Admin fee / account holder | $454 | $3,581-87.3% | $5,332-91.5% | $4,296-89.4% |