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 | $20,356 | $80,753-74.8% | $136,294-85.1% | $62,292-67.3% |
| Participation rate | 45.8% | 73.5%-27.8pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 28.60% | 35.83%-7.2pp | 5155.94%-5127.3pp | 28.90%-0.3pp |
| Employer contribution / active EE | $661 | $2,884-77.1% | $4,695-85.9% | $2,042-67.6% |
| Participant deferral / active EE | $2,900 | $5,164-43.8% | $6,247-53.6% | $3,169-8.5% |
| Admin fee / account holder | $2,700 | $525+414.0% | $9,243-70.8% | $479+463.4% |