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 8-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 | $13,129 | $54,590-75.9% | $81,930-84.0% | $73,488-82.1% |
| Participation rate | 52.7% | 68.3%-15.6pp | 72.0%-19.3pp | 70.7%-18.0pp |
| Annual return | 23.57% | 17.74%+5.8pp | 29.49%-5.9pp | 28.51%-4.9pp |
| Employer contribution / active EE | $1,072 | $1,636-34.5% | $4,310-75.1% | $2,270-52.8% |
| Participant deferral / active EE | $2,046 | $2,759-25.8% | $7,107-71.2% | $3,740-45.3% |
| Admin fee / account holder | $659 | $592+11.3% | $5,158-87.2% | $513+28.5% |