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 7-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 | $10,930 | $91,552-88.1% | $133,956-91.8% | $79,858-86.3% |
| Participation rate | 52.8% | 73.3%-20.6pp | 79.8%-27.1pp | 69.6%-16.9pp |
| Annual return | 20.67% | 61.85%-41.2pp | 45.09%-24.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,581 | $2,384-33.7% | $3,919-59.6% | $2,471-36.0% |
| Participant deferral / active EE | $2,141 | $3,733-42.7% | $5,048-57.6% | $3,740-42.8% |
| Admin fee / account holder | $1,593 | $6,321-74.8% | $8,927-82.2% | $5,306-70.0% |