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 | $11,787 | $95,971-87.7% | $74,550-84.2% | $135,375-91.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -5.59% | 56.96%-62.6pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $768 | $2,716-71.7% | $1,961-60.8% | $4,779-83.9% |
| Participant deferral / active EE | $895 | $3,843-76.7% | $3,108-71.2% | $5,609-84.0% |
| Admin fee / account holder | $1,380 | $6,522-78.8% | $5,060-72.7% | $10,827-87.3% |