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 7-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 | $11,106 | $61,272-81.9% | $149,673-92.6% | $71,457-84.5% |
| Participation rate | 37.3% | 62.5%-25.2pp | 78.8%-41.5pp | 67.9%-30.6pp |
| Annual return | 21.57% | 35.85%-14.3pp | 134.42%-112.8pp | 28.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,207 | $2,917-58.6% | $5,680-78.7% | $4,289-71.9% |
| Admin fee / account holder | $1,991 | $1,261+57.9% | $13,210-84.9% | $1,587+25.5% |