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 8-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 | $14,673 | $115,882-87.3% | $100,516-85.4% | $158,922-90.8% |
| Participation rate | 36.8% | 81.6%-44.7pp | 79.4%-42.6pp | 82.0%-45.1pp |
| Annual return | 15.75% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $797 | $4,103-80.6% | $3,418-76.7% | $4,761-83.3% |
| Participant deferral / active EE | $2,415 | $6,674-63.8% | $6,270-61.5% | $5,982-59.6% |
| Admin fee / account holder | $2,210 | $10,995-79.9% | $8,081-72.7% | $11,246-80.3% |