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 | $13,363 | $142,405-90.6% | $115,157-88.4% | $152,861-91.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 19.62% | 41.48%-21.9pp | 35.60%-16.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,825 | $4,010-54.5% | $3,179-42.6% | $4,762-61.7% |
| Participant deferral / active EE | $1,836 | $5,164-64.4% | $4,168-56.0% | $5,850-68.6% |
| Admin fee / account holder | $4,303 | $8,462-49.2% | $7,088-39.3% | $11,596-62.9% |