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 | $18,595 | $71,050-73.8% | $93,606-80.1% | $80,856-77.0% |
| Participation rate | 51.8% | 60.4%-8.6pp | 68.7%-16.9pp | 67.6%-15.9pp |
| Annual return | 18.09% | 11.26%+6.8pp | 133.20%-115.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,081 | $1,564-30.9% | $2,420-55.3% | $2,755-60.8% |
| Participant deferral / active EE | $2,247 | $4,034-44.3% | $4,411-49.1% | $4,296-47.7% |
| Admin fee / account holder | $762 | $6,945-89.0% | $8,285-90.8% | $6,918-89.0% |