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 6-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 | $14,927 | $77,660-80.8% | $109,143-86.3% | $79,386-81.2% |
| Participation rate | 40.8% | 67.8%-27.0pp | 75.9%-35.0pp | 70.7%-29.9pp |
| Annual return | 12.45% | 23.44%-11.0pp | 25.75%-13.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,166 | $2,797-58.3% | $3,722-68.7% | $2,427-52.0% |
| Participant deferral / active EE | $1,659 | $3,518-52.8% | $4,653-64.3% | $4,046-59.0% |
| Admin fee / account holder | $960 | $732+31.1% | $6,752-85.8% | $626+53.3% |