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 8-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 | $14,131 | $123,793-88.6% | $177,821-92.1% | $79,858-82.3% |
| Participation rate | 61.6% | 84.7%-23.0pp | 87.7%-26.1pp | 69.6%-8.0pp |
| Annual return | 28.93% | 22.82%+6.1pp | 48.32%-19.4pp | 31.71%-2.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,677 | $5,956-21.5% | $7,714-39.4% | $3,740+25.0% |
| Admin fee / account holder | $714 | $7,243-90.1% | $12,427-94.3% | $5,306-86.5% |