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 | $17,945 | $180,449-90.1% | $154,107-88.4% | $135,375-86.7% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | 12.40% | 888.09%-875.7pp | 735.12%-722.7pp | 519.73%-507.3pp |
| Employer contribution / active EE | $4,322 | $6,035-28.4% | $5,298-18.4% | $4,779-9.6% |
| Participant deferral / active EE | $3,927 | $5,806-32.4% | $5,081-22.7% | $5,609-30.0% |
| Admin fee / account holder | $785 | $16,143-95.1% | $13,411-94.1% | $10,827-92.8% |