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 | $11,550 | $84,233-86.3% | $170,442-93.2% | $70,131-83.5% |
| Participation rate | 59.0% | 70.8%-11.8pp | 83.6%-24.6pp | 69.5%-10.5pp |
| Annual return | 15.71% | 23.06%-7.4pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $420 | $3,387-87.6% | $5,433-92.3% | $2,342-82.1% |
| Participant deferral / active EE | $1,298 | $3,086-57.9% | $4,939-73.7% | $3,332-61.1% |
| Admin fee / account holder | $606 | $5,698-89.4% | $13,880-95.6% | $4,645-86.9% |