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 | $11,222 | $53,822-79.2% | $75,696-85.2% | $85,850-86.9% |
| Participation rate | 62.8% | 69.1%-6.3pp | 74.8%-12.1pp | 69.3%-6.5pp |
| Annual return | 33.92% | 24.54%+9.4pp | 104.53%-70.6pp | 318.53%-284.6pp |
| Employer contribution / active EE | $833 | $2,017-58.7% | $2,743-69.6% | $2,565-67.5% |
| Participant deferral / active EE | $1,290 | $2,895-55.4% | $3,821-66.2% | $3,952-67.4% |
| Admin fee / account holder | $945 | $3,343-71.7% | $3,619-73.9% | $6,260-84.9% |