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 | $18,231 | $89,355-79.6% | $141,162-87.1% | $72,985-75.0% |
| Participation rate | 68.8% | 75.1%-6.4pp | 82.5%-13.7pp | 69.5%-0.7pp |
| Annual return | 52.19% | 111.85%-59.7pp | 71.39%-19.2pp | 81.00%-28.8pp |
| Employer contribution / active EE | $2,585 | $3,114-17.0% | $4,735-45.4% | $2,440+5.9% |
| Participant deferral / active EE | $5,815 | $5,418+7.3% | $6,709-13.3% | $3,607+61.2% |
| Admin fee / account holder | $3,553 | $5,958-40.4% | $10,261-65.4% | $5,124-30.7% |