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 | $23,697 | $78,485-69.8% | $106,213-77.7% | $74,495-68.2% |
| Participation rate | 54.0% | 72.8%-18.8pp | 75.3%-21.2pp | 67.2%-13.2pp |
| Annual return | 14.54% | 15.95%-1.4pp | 116.14%-101.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,254 | $2,523-50.3% | $3,171-60.5% | $2,623-52.2% |
| Participant deferral / active EE | $2,007 | $4,322-53.6% | $5,016-60.0% | $4,346-53.8% |
| Admin fee / account holder | $2,671 | $2,232+19.7% | $11,033-75.8% | $1,942+37.5% |