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 | $13,289 | $53,127-75.0% | $86,590-84.7% | $70,131-81.1% |
| Participation rate | 62.9% | 65.3%-2.5pp | 73.5%-10.7pp | 69.5%-6.7pp |
| Annual return | 19.77% | 27.66%-7.9pp | 964.84%-945.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,034 | $2,068-50.0% | $2,839-63.6% | $2,342-55.9% |
| Participant deferral / active EE | $1,831 | $2,696-32.1% | $3,609-49.3% | $3,332-45.0% |
| Admin fee / account holder | $536 | $3,585-85.0% | $4,906-89.1% | $4,645-88.5% |