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 | $30,613 | $86,944-64.8% | $107,525-71.5% | $74,304-58.8% |
| Participation rate | 22.5% | 59.6%-37.0pp | 75.1%-52.5pp | 60.3%-37.8pp |
| Annual return | 14.32% | 23.52%-9.2pp | 181.32%-167.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,550 | $3,554-56.4% | $5,116-69.7% | $3,767-58.9% |
| Admin fee / account holder | $3,053 | $3,727-18.1% | $8,919-65.8% | $2,969+2.8% |