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 | $18,503 | $72,277-74.4% | $101,248-81.7% | $79,858-76.8% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | 157.31% | 22.30%+135.0pp | 46.47%+110.8pp | 31.71%+125.6pp |
| Employer contribution / active EE | $1,323 | $2,692-50.8% | $3,660-63.8% | $2,471-46.5% |
| Participant deferral / active EE | $4,486 | $3,282+36.7% | $4,370+2.7% | $3,740+19.9% |
| Admin fee / account holder | $755 | $4,400-82.9% | $5,945-87.3% | $5,306-85.8% |