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 7-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 | $12,633 | $86,891-85.5% | $142,449-91.1% | $75,163-83.2% |
| Participation rate | 59.5% | 68.5%-9.1pp | 76.8%-17.3pp | 67.2%-7.7pp |
| Annual return | 21.29% | 23.31%-2.0pp | 19.99%+1.3pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,658 | $3,355-50.6% | $4,847-65.8% | $2,670-37.9% |
| Participant deferral / active EE | $2,246 | $4,938-54.5% | $6,283-64.2% | $4,125-45.5% |
| Admin fee / account holder | $1,915 | $7,299-73.8% | $10,011-80.9% | $5,651-66.1% |