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 | $9,594 | $180,028-94.7% | $138,135-93.1% | $158,922-94.0% |
| Participation rate | 25.0% | 82.2%-57.2pp | 78.7%-53.7pp | 82.0%-57.0pp |
| Annual return | 17.28% | 21.68%-4.4pp | 20.51%-3.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,499 | $7,717-67.6% | $6,431-61.2% | $5,982-58.2% |
| Admin fee / account holder | $1,013 | $17,912-94.3% | $11,856-91.5% | $11,246-91.0% |