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 9-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 | $24,221 | $98,750-75.5% | $149,696-83.8% | $79,858-69.7% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.5%-24.0pp | 69.6%-11.1pp |
| Annual return | 14.44% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,237 | $3,216-61.5% | $4,644-73.4% | $2,471-49.9% |
| Participant deferral / active EE | $2,476 | $5,680-56.4% | $6,842-63.8% | $3,740-33.8% |
| Admin fee / account holder | $832 | $6,053-86.3% | $9,309-91.1% | $5,306-84.3% |