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 | $10,457 | $45,035-76.8% | $62,995-83.4% | $70,131-85.1% |
| Participation rate | 50.7% | 69.5%-18.9pp | 74.8%-24.1pp | 69.5%-18.9pp |
| Annual return | 93.92% | 18.76%+75.2pp | 87.57%+6.4pp | 73.14%+20.8pp |
| Employer contribution / active EE | $743 | $2,051-63.8% | $2,759-73.1% | $2,342-68.3% |
| Participant deferral / active EE | $3,190 | $2,465+29.4% | $3,329-4.2% | $3,332-4.3% |
| Admin fee / account holder | $1,173 | $2,834-58.6% | $3,600-67.4% | $4,645-74.7% |