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 9-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 | $12,048 | $96,484-87.5% | $75,886-84.1% | $152,861-92.1% |
| Participation rate | 64.7% | 76.2%-11.5pp | 69.3%-4.6pp | 82.4%-17.7pp |
| Annual return | 14.18% | 33.98%-19.8pp | 30.76%-16.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,357 | $3,309-59.0% | $2,500-45.7% | $4,762-71.5% |
| Participant deferral / active EE | $1,694 | $4,553-62.8% | $3,603-53.0% | $5,850-71.1% |
| Admin fee / account holder | $480 | $8,078-94.1% | $5,418-91.1% | $11,596-95.9% |