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 | $12,511 | $105,630-88.2% | $87,507-85.7% | $273,961-95.4% |
| Participation rate | 64.7% | 78.2%-13.5pp | 73.8%-9.1pp | 83.0%-18.3pp |
| Annual return | 4.61% | 12.25%-7.6pp | 12.21%-7.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $114 | $3,141-96.4% | $2,550-95.5% | $4,869-97.7% |
| Participant deferral / active EE | $416 | $3,601-88.4% | $3,149-86.8% | $5,287-92.1% |
| Admin fee / account holder | $515 | $4,781-89.2% | $4,221-87.8% | $10,132-94.9% |