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 9-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 | $13,333 | $61,272-78.2% | $149,673-91.1% | $71,457-81.3% |
| Participation rate | 32.7% | 62.5%-29.8pp | 78.8%-46.1pp | 67.9%-35.2pp |
| Annual return | 17.59% | 35.85%-18.3pp | 134.42%-116.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $507 | $2,378-78.7% | $4,818-89.5% | $2,588-80.4% |
| Participant deferral / active EE | $840 | $2,917-71.2% | $5,680-85.2% | $4,289-80.4% |
| Admin fee / account holder | $1,344 | $1,261+6.6% | $13,210-89.8% | $1,587-15.3% |