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 | $13,702 | $103,376-86.7% | $87,100-84.3% | $152,861-91.0% |
| Participation rate | 56.5% | 79.3%-22.8pp | 76.9%-20.3pp | 82.4%-25.9pp |
| Annual return | 18.66% | 28.10%-9.4pp | 28.19%-9.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,035 | $3,220-67.9% | $2,521-59.0% | $4,762-78.3% |
| Participant deferral / active EE | $1,687 | $4,778-64.7% | $4,049-58.3% | $5,850-71.2% |
| Admin fee / account holder | $3,535 | $12,205-71.0% | $7,497-52.8% | $11,596-69.5% |