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 | $27,680 | $91,552-69.8% | $133,956-79.3% | $79,858-65.3% |
| Participation rate | 67.6% | 73.3%-5.7pp | 79.8%-12.2pp | 69.6%-2.0pp |
| Annual return | 11.43% | 61.85%-50.4pp | 45.09%-33.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $937 | $2,384-60.7% | $3,919-76.1% | $2,471-62.1% |
| Participant deferral / active EE | $5,321 | $3,733+42.5% | $5,048+5.4% | $3,740+42.3% |
| Admin fee / account holder | $1,317 | $6,321-79.2% | $8,927-85.3% | $5,306-75.2% |