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 | $27,817 | $91,552-69.6% | $133,956-79.2% | $79,858-65.2% |
| Participation rate | 58.5% | 73.3%-14.9pp | 79.8%-21.4pp | 69.6%-11.2pp |
| Annual return | 16.65% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $631 | $2,384-73.5% | $3,919-83.9% | $2,471-74.5% |
| Participant deferral / active EE | $1,795 | $3,733-51.9% | $5,048-64.4% | $3,740-52.0% |
| Admin fee / account holder | $3,110 | $6,321-50.8% | $8,927-65.2% | $5,306-41.4% |