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 | $6,310 | $54,541-88.4% | $78,778-92.0% | $70,131-91.0% |
| Participation rate | 56.7% | 60.8%-4.1pp | 69.2%-12.5pp | 69.5%-12.9pp |
| Annual return | 43.25% | 21.07%+22.2pp | 35.62%+7.6pp | 73.14%-29.9pp |
| Employer contribution / active EE | $1,148 | $1,089+5.5% | $1,986-42.2% | $2,342-51.0% |
| Participant deferral / active EE | $1,358 | $2,210-38.6% | $2,958-54.1% | $3,332-59.2% |
| Admin fee / account holder | $557 | $3,709-85.0% | $5,134-89.1% | $4,645-88.0% |