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 | $32,805 | $95,803-65.8% | $113,168-71.0% | $84,808-61.3% |
| Participation rate | 57.7% | 72.9%-15.2pp | 76.6%-18.9pp | 68.3%-10.6pp |
| Annual return | 53.38% | 25.00%+28.4pp | 24.27%+29.1pp | 40.90%+12.5pp |
| Employer contribution / active EE | $1,292 | $2,360-45.3% | $2,975-56.6% | $2,631-50.9% |
| Participant deferral / active EE | $2,066 | $4,242-51.3% | $5,107-59.5% | $4,212-50.9% |
| Admin fee / account holder | $18,645 | $8,989+107.4% | $12,068+54.5% | $7,344+153.9% |