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 | $11,731 | $65,365-82.1% | $92,893-87.4% | $72,985-83.9% |
| Participation rate | 63.3% | 68.3%-5.0pp | 76.0%-12.7pp | 69.5%-6.2pp |
| Annual return | 24.71% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $818 | $2,594-68.5% | $3,653-77.6% | $2,440-66.5% |
| Participant deferral / active EE | $1,757 | $3,128-43.8% | $4,236-58.5% | $3,607-51.3% |
| Admin fee / account holder | $1,868 | $4,251-56.1% | $5,794-67.8% | $5,124-63.6% |