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 5-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 | $25,099 | $109,413-77.1% | $156,263-83.9% | $84,808-70.4% |
| Participation rate | 27.4% | 72.7%-45.3pp | 78.9%-51.5pp | 68.3%-40.9pp |
| Annual return | 82.08% | 20.18%+61.9pp | 59.47%+22.6pp | 40.90%+41.2pp |
| Employer contribution / active EE | $1,349 | $2,907-53.6% | $4,333-68.9% | $2,631-48.7% |
| Participant deferral / active EE | $2,715 | $4,590-40.8% | $6,158-55.9% | $4,212-35.5% |
| Admin fee / account holder | $4,427 | $9,357-52.7% | $14,255-68.9% | $7,344-39.7% |