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 | $20,844 | $62,327-66.6% | $120,354-82.7% | $74,495-72.0% |
| Participation rate | 25.2% | 56.8%-31.6pp | 71.9%-46.7pp | 67.2%-42.0pp |
| Annual return | 14.86% | 18.61%-3.7pp | 107.15%-92.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $487 | $1,843-73.6% | $3,463-85.9% | $2,623-81.4% |
| Participant deferral / active EE | $1,236 | $2,893-57.3% | $4,991-75.2% | $4,346-71.6% |
| Admin fee / account holder | $515 | $2,396-78.5% | $9,423-94.5% | $1,942-73.5% |