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 | $27,122 | $162,781-83.3% | $133,956-79.8% | $158,922-82.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 21.16% | 41.94%-20.8pp | 45.09%-23.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,852 | $4,975-42.7% | $3,919-27.2% | $4,761-40.1% |
| Participant deferral / active EE | $5,332 | $5,911-9.8% | $5,048+5.6% | $5,982-10.9% |
| Admin fee / account holder | $2,560 | $11,736-78.2% | $8,927-71.3% | $11,246-77.2% |