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 | $11,939 | $64,324-81.4% | $118,925-90.0% | $79,858-85.0% |
| Participation rate | 62.3% | 64.9%-2.6pp | 75.4%-13.1pp | 69.6%-7.3pp |
| Annual return | 23.93% | 86.45%-62.5pp | 35.88%-11.9pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,005 | $1,836-45.3% | $3,263-69.2% | $2,471-59.3% |
| Participant deferral / active EE | $2,924 | $2,824+3.6% | $4,265-31.4% | $3,740-21.8% |
| Admin fee / account holder | $976 | $4,040-75.8% | $6,581-85.2% | $5,306-81.6% |