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 | $22,868 | $98,750-76.8% | $149,696-84.7% | $79,858-71.4% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.5%-17.5pp | 69.6%-4.6pp |
| Annual return | 21.87% | 27.43%-5.6pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,535 | $3,216-52.3% | $4,644-67.0% | $2,471-37.9% |
| Participant deferral / active EE | $4,273 | $5,680-24.8% | $6,842-37.6% | $3,740+14.2% |
| Admin fee / account holder | $1,134 | $6,053-81.3% | $9,309-87.8% | $5,306-78.6% |