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 | $20,586 | $81,625-74.8% | $167,512-87.7% | $74,304-72.3% |
| Participation rate | 52.3% | 60.0%-7.7pp | 77.1%-24.7pp | 60.3%-8.0pp |
| Annual return | 16.47% | 26.09%-9.6pp | 1615.79%-1599.3pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,411 | $2,010-29.8% | $3,882-63.6% | $2,241-37.0% |
| Participant deferral / active EE | $2,315 | $4,115-43.7% | $6,405-63.9% | $3,767-38.5% |
| Admin fee / account holder | $6,189 | $3,474+78.1% | $9,769-36.7% | $2,969+108.4% |