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 | $21,272 | $85,766-75.2% | $136,294-84.4% | $70,131-69.7% |
| Participation rate | 28.0% | 74.2%-46.2pp | 81.9%-53.9pp | 69.5%-41.5pp |
| Annual return | 21.21% | 31.45%-10.2pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $944 | $2,966-68.2% | $4,695-79.9% | $2,342-59.7% |
| Participant deferral / active EE | $2,184 | $5,051-56.8% | $6,247-65.0% | $3,332-34.5% |
| Admin fee / account holder | $3,121 | $5,420-42.4% | $9,243-66.2% | $4,645-32.8% |