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 | $7,173 | $45,073-84.1% | $69,455-89.7% | $72,985-90.2% |
| Participation rate | 53.2% | 68.5%-15.3pp | 74.6%-21.4pp | 69.5%-16.3pp |
| Annual return | 20.01% | 22.65%-2.6pp | 28.97%-9.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $829 | $2,054-59.6% | $2,779-70.2% | $2,440-66.0% |
| Participant deferral / active EE | $1,145 | $2,602-56.0% | $3,535-67.6% | $3,607-68.2% |
| Admin fee / account holder | $611 | $3,056-80.0% | $3,839-84.1% | $5,124-88.1% |