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 | $12,511 | $91,190-86.3% | $178,490-93.0% | $79,858-84.3% |
| Participation rate | 68.3% | 69.2%-0.9pp | 81.9%-13.7pp | 69.6%-1.4pp |
| Annual return | 15.80% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $952 | $3,256-70.7% | $5,011-81.0% | $2,471-61.5% |
| Participant deferral / active EE | $2,240 | $3,236-30.8% | $5,202-56.9% | $3,740-40.1% |
| Admin fee / account holder | $431 | $6,751-93.6% | $13,984-96.9% | $5,306-91.9% |