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 | $29,090 | $86,929-66.5% | $102,423-71.6% | $80,856-64.0% |
| Participation rate | 39.6% | 72.4%-32.8pp | 76.5%-36.9pp | 67.6%-28.0pp |
| Annual return | 12.91% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,095 | $2,369-53.8% | $3,023-63.8% | $2,755-60.3% |
| Participant deferral / active EE | $1,977 | $4,118-52.0% | $5,053-60.9% | $4,296-54.0% |
| Admin fee / account holder | $2,126 | $8,049-73.6% | $9,451-77.5% | $6,918-69.3% |