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 7-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 | $9,355 | $87,733-89.3% | $106,548-91.2% | $85,850-89.1% |
| Participation rate | 61.1% | 71.9%-10.8pp | 76.1%-15.0pp | 69.3%-8.2pp |
| Annual return | 18.74% | 21.86%-3.1pp | 26.80%-8.1pp | 318.53%-299.8pp |
| Employer contribution / active EE | $1,008 | $2,073-51.4% | $2,819-64.3% | $2,565-60.7% |
| Participant deferral / active EE | $1,684 | $3,469-51.5% | $4,398-61.7% | $3,952-57.4% |
| Admin fee / account holder | $391 | $6,767-94.2% | $7,407-94.7% | $6,260-93.7% |