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 | $13,483 | $85,202-84.2% | $172,739-92.2% | $72,985-81.5% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 24.57% | 27.32%-2.8pp | 802.84%-778.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,443 | $3,324-56.6% | $5,143-72.0% | $2,440-40.9% |
| Participant deferral / active EE | $2,483 | $3,260-23.8% | $5,198-52.2% | $3,607-31.2% |
| Admin fee / account holder | $1,175 | $5,884-80.0% | $13,954-91.6% | $5,124-77.1% |