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 | $12,979 | $58,828-77.9% | $77,999-83.4% | $62,891-79.4% |
| Participation rate | 42.4% | 71.1%-28.6pp | 75.5%-33.1pp | 69.3%-26.9pp |
| Annual return | 8.69% | 17.16%-8.5pp | 425.96%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $937 | $1,672-43.9% | $2,470-62.1% | $2,281-58.9% |
| Participant deferral / active EE | $1,873 | $2,686-30.2% | $3,497-46.4% | $3,203-41.5% |
| Admin fee / account holder | $1,923 | $4,393-56.2% | $5,480-64.9% | $4,296-55.2% |