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 | $11,472 | $78,422-85.4% | $95,952-88.0% | $79,858-85.6% |
| Participation rate | 67.7% | 73.5%-5.7pp | 77.1%-9.3pp | 69.6%-1.9pp |
| Annual return | 21.73% | 19.37%+2.4pp | 91.61%-69.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $766 | $1,945-60.6% | $2,541-69.9% | $2,471-69.0% |
| Participant deferral / active EE | $1,763 | $3,440-48.7% | $4,167-57.7% | $3,740-52.9% |
| Admin fee / account holder | $602 | $5,622-89.3% | $6,795-91.1% | $5,306-88.7% |