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 7-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 | $17,462 | $93,571-81.3% | $135,903-87.2% | $75,163-76.8% |
| Participation rate | 47.1% | 75.2%-28.1pp | 81.9%-34.8pp | 67.2%-20.1pp |
| Annual return | 61.60% | 30.90%+30.7pp | 68.23%-6.6pp | 160.62%-99.0pp |
| Employer contribution / active EE | $899 | $3,537-74.6% | $4,856-81.5% | $2,670-66.3% |
| Participant deferral / active EE | $4,302 | $6,404-32.8% | $7,758-44.5% | $4,125+4.3% |
| Admin fee / account holder | $376 | $6,975-94.6% | $10,762-96.5% | $5,651-93.4% |