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 | $21,301 | $157,256-86.5% | $141,162-84.9% | $152,861-86.1% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.4%-37.0pp |
| Annual return | 27.87% | 64.32%-36.5pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,027 | $5,261-61.5% | $4,735-57.2% | $4,762-57.4% |
| Participant deferral / active EE | $3,035 | $7,109-57.3% | $6,709-54.8% | $5,850-48.1% |
| Admin fee / account holder | $2,757 | $12,120-77.3% | $10,261-73.1% | $11,596-76.2% |