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 3-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 | $20,523 | $86,944-76.4% | $107,525-80.9% | $74,304-72.4% |
| Participation rate | 69.9% | 59.6%+10.4pp | 75.1%-5.2pp | 60.3%+9.6pp |
| Annual return | 18.02% | 23.52%-5.5pp | 181.32%-163.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,875 | $2,757-32.0% | $3,754-50.0% | $2,241-16.3% |
| Participant deferral / active EE | $2,984 | $3,554-16.1% | $5,116-41.7% | $3,767-20.8% |
| Admin fee / account holder | $1,257 | $3,727-66.3% | $8,919-85.9% | $2,969-57.7% |