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 | $15,415 | $94,625-83.7% | $116,228-86.7% | $84,808-81.8% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.6%-28.4pp | 68.3%-22.2pp |
| Annual return | 21.11% | 20.40%+0.7pp | 90.06%-68.9pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,828 | $3,972-54.0% | $4,953-63.1% | $4,212-56.6% |
| Admin fee / account holder | $2,746 | $10,091-72.8% | $11,989-77.1% | $7,344-62.6% |