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 | $14,228 | $58,264-75.6% | $86,612-83.6% | $71,457-80.1% |
| Participation rate | 32.0% | 65.0%-33.0pp | 71.7%-39.7pp | 67.9%-35.9pp |
| Annual return | 27.89% | 21.63%+6.3pp | 591.07%-563.2pp | 28.85%-1.0pp |
| Employer contribution / active EE | $590 | $2,574-77.1% | $3,022-80.5% | $2,588-77.2% |
| Participant deferral / active EE | $1,402 | $3,436-59.2% | $4,438-68.4% | $4,289-67.3% |
| Admin fee / account holder | $683 | $1,057-35.4% | $5,614-87.8% | $1,587-57.0% |