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 5-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 | $9,122 | $44,960-79.7% | $84,966-89.3% | $74,495-87.8% |
| Participation rate | 39.9% | 49.4%-9.5pp | 67.5%-27.6pp | 67.2%-27.3pp |
| Annual return | 18.18% | 26.24%-8.1pp | 66.38%-48.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $574 | $1,457-60.6% | $2,727-78.9% | $2,623-78.1% |
| Participant deferral / active EE | $1,141 | $2,731-58.2% | $4,519-74.8% | $4,346-73.8% |
| Admin fee / account holder | $1,104 | $2,209-50.0% | $6,149-82.0% | $1,942-43.1% |