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 9-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 | $18,686 | $83,477-77.6% | $125,175-85.1% | $72,985-74.4% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.5%-32.0pp |
| Annual return | 22.72% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $585 | $2,345-75.0% | $3,865-84.9% | $2,440-76.0% |
| Participant deferral / active EE | $2,167 | $3,585-39.6% | $4,937-56.1% | $3,607-39.9% |
| Admin fee / account holder | $653 | $5,517-88.2% | $9,702-93.3% | $5,124-87.3% |