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 | $8,359 | $45,073-81.5% | $69,455-88.0% | $72,985-88.5% |
| Participation rate | 44.0% | 68.5%-24.5pp | 74.6%-30.6pp | 69.5%-25.5pp |
| Annual return | 47.15% | 22.65%+24.5pp | 28.97%+18.2pp | 81.00%-33.8pp |
| Employer contribution / active EE | $548 | $2,054-73.3% | $2,779-80.3% | $2,440-77.5% |
| Participant deferral / active EE | $989 | $2,602-62.0% | $3,535-72.0% | $3,607-72.6% |
| Admin fee / account holder | $314 | $3,056-89.7% | $3,839-91.8% | $5,124-93.9% |