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 | $23,929 | $183,963-87.0% | $162,163-85.2% | $152,861-84.3% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.4%-49.1pp |
| Annual return | 14.02% | 150.76%-136.7pp | 115.59%-101.6pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,517 | $6,371-60.5% | $5,614-55.2% | $4,762-47.1% |
| Participant deferral / active EE | $4,216 | $8,034-47.5% | $7,298-42.2% | $5,850-27.9% |
| Admin fee / account holder | $1,593 | $13,121-87.9% | $10,843-85.3% | $11,596-86.3% |