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 | $17,623 | $63,346-72.2% | $92,233-80.9% | $70,131-74.9% |
| Participation rate | 59.5% | 68.7%-9.2pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 13.71% | 530.12%-516.4pp | 176.28%-162.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $720 | $2,471-70.8% | $3,679-80.4% | $2,342-69.2% |
| Participant deferral / active EE | $3,524 | $2,854+23.5% | $3,897-9.6% | $3,332+5.8% |
| Admin fee / account holder | $3,181 | $3,840-17.2% | $5,194-38.7% | $4,645-31.5% |