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 | $10,020 | $76,000-86.8% | $154,107-93.5% | $64,186-84.4% |
| Participation rate | 64.8% | 70.4%-5.6pp | 83.0%-18.3pp | 69.6%-4.8pp |
| Annual return | 10.26% | 30.32%-20.1pp | 735.12%-724.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $477 | $3,351-85.8% | $5,298-91.0% | $2,381-80.0% |
| Participant deferral / active EE | $1,508 | $3,175-52.5% | $5,081-70.3% | $3,470-56.5% |
| Admin fee / account holder | $415 | $5,596-92.6% | $13,411-96.9% | $4,888-91.5% |