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 | $11,392 | $115,770-90.2% | $101,248-88.7% | $158,922-92.8% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 18.10% | 56.14%-38.0pp | 46.47%-28.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $771 | $4,175-81.5% | $3,660-78.9% | $4,761-83.8% |
| Participant deferral / active EE | $2,216 | $4,957-55.3% | $4,370-49.3% | $5,982-63.0% |
| Admin fee / account holder | $490 | $7,245-93.2% | $5,945-91.8% | $11,246-95.6% |