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 6-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 | $12,923 | $107,334-88.0% | $92,893-86.1% | $152,861-91.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 26.98% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $948 | $4,221-77.5% | $3,653-74.1% | $4,762-80.1% |
| Participant deferral / active EE | $1,378 | $4,845-71.6% | $4,236-67.5% | $5,850-76.4% |
| Admin fee / account holder | $2,254 | $7,079-68.2% | $5,794-61.1% | $11,596-80.6% |