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 | $14,111 | $52,884-73.3% | $84,750-83.4% | $55,167-74.4% |
| Participation rate | 49.5% | 67.5%-18.0pp | 76.6%-27.0pp | 69.0%-19.4pp |
| Annual return | 7.96% | 18.03%-10.1pp | 22.78%-14.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $781 | $2,233-65.0% | $3,574-78.1% | $1,963-60.2% |
| Participant deferral / active EE | $1,602 | $2,644-39.4% | $3,712-56.8% | $3,054-47.6% |
| Admin fee / account holder | $1,851 | $581+218.7% | $5,332-65.3% | $504+267.2% |