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 | $22,264 | $80,968-72.5% | $96,544-76.9% | $75,163-70.4% |
| Participation rate | 64.6% | 71.8%-7.2pp | 76.0%-11.4pp | 67.2%-2.6pp |
| Annual return | 20.25% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,481 | $2,282-35.1% | $2,965-50.0% | $2,670-44.5% |
| Participant deferral / active EE | $2,226 | $3,928-43.3% | $4,851-54.1% | $4,125-46.0% |
| Admin fee / account holder | $876 | $6,724-87.0% | $8,252-89.4% | $5,651-84.5% |