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 | $26,097 | $86,944-70.0% | $107,525-75.7% | $74,304-64.9% |
| Participation rate | 35.2% | 59.6%-24.3pp | 75.1%-39.9pp | 60.3%-25.1pp |
| Annual return | 21.22% | 23.52%-2.3pp | 181.32%-160.1pp | 29.43%-8.2pp |
| Employer contribution / active EE | $1,133 | $2,757-58.9% | $3,754-69.8% | $2,241-49.4% |
| Participant deferral / active EE | $2,209 | $3,554-37.9% | $5,116-56.8% | $3,767-41.4% |
| Admin fee / account holder | $2,158 | $3,727-42.1% | $8,919-75.8% | $2,969-27.3% |