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 | $4,047 | $77,634-94.8% | $156,549-97.4% | $62,891-93.6% |
| Participation rate | 54.2% | 71.2%-17.0pp | 84.0%-29.8pp | 69.3%-15.1pp |
| Annual return | 5.19% | 50.32%-45.1pp | 32.23%-27.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $640 | $3,444-81.4% | $5,501-88.4% | $2,281-71.9% |
| Participant deferral / active EE | $878 | $3,045-71.2% | $4,871-82.0% | $3,203-72.6% |
| Admin fee / account holder | $450 | $5,561-91.9% | $13,027-96.5% | $4,296-89.5% |