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 | $17,586 | $79,944-78.0% | $98,439-82.1% | $75,163-76.6% |
| Participation rate | 65.9% | 70.4%-4.5pp | 75.2%-9.3pp | 67.2%-1.3pp |
| Annual return | 22.12% | 19.75%+2.4pp | 21.16%+1.0pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,250 | $2,264-44.8% | $3,048-59.0% | $2,670-53.2% |
| Participant deferral / active EE | $4,522 | $3,752+20.5% | $4,738-4.6% | $4,125+9.6% |
| Admin fee / account holder | $345 | $6,840-94.9% | $8,948-96.1% | $5,651-93.9% |