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 | $26,648 | $78,422-66.0% | $95,952-72.2% | $79,858-66.6% |
| Participation rate | 67.5% | 73.5%-6.0pp | 77.1%-9.6pp | 69.6%-2.1pp |
| Annual return | 14.43% | 19.37%-4.9pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,375 | $1,945+22.1% | $2,541-6.5% | $2,471-3.9% |
| Participant deferral / active EE | $4,449 | $3,440+29.3% | $4,167+6.8% | $3,740+18.9% |
| Admin fee / account holder | $8,720 | $5,622+55.1% | $6,795+28.3% | $5,306+64.3% |