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 7-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 | $7,248 | $118,680-93.9% | $98,907-92.7% | $158,922-95.4% |
| Participation rate | 35.7% | 77.8%-42.1pp | 76.0%-40.3pp | 82.0%-46.2pp |
| Annual return | 20.18% | 372.35%-352.2pp | 196.43%-176.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $860 | $3,333-74.2% | $2,689-68.0% | $4,761-81.9% |
| Participant deferral / active EE | $2,277 | $5,088-55.2% | $4,244-46.4% | $5,982-61.9% |
| Admin fee / account holder | $5,252 | $10,131-48.2% | $6,642-20.9% | $11,246-53.3% |