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 | $10,726 | $58,512-81.7% | $84,015-87.2% | $72,985-85.3% |
| Participation rate | 68.1% | 61.2%+6.9pp | 69.0%-0.9pp | 69.5%-1.4pp |
| Annual return | 29.38% | 28.93%+0.4pp | 71.31%-41.9pp | 81.00%-51.6pp |
| Employer contribution / active EE | $1,215 | $1,163+4.5% | $1,983-38.7% | $2,440-50.2% |
| Participant deferral / active EE | $1,743 | $2,394-27.2% | $3,239-46.2% | $3,607-51.7% |
| Admin fee / account holder | $1,029 | $4,569-77.5% | $6,101-83.1% | $5,124-79.9% |