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 9-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 | $13,722 | $91,190-85.0% | $178,490-92.3% | $79,858-82.8% |
| Participation rate | 21.4% | 69.2%-47.8pp | 81.9%-60.5pp | 69.6%-48.2pp |
| Annual return | 13.74% | 24.19%-10.5pp | 151.07%-137.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $385 | $3,256-88.2% | $5,011-92.3% | $2,471-84.4% |
| Participant deferral / active EE | $1,053 | $3,236-67.5% | $5,202-79.8% | $3,740-71.9% |
| Admin fee / account holder | $371 | $6,751-94.5% | $13,984-97.3% | $5,306-93.0% |