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 7-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 | $21,901 | $70,428-68.9% | $96,562-77.3% | $85,850-74.5% |
| Participation rate | 53.3% | 61.8%-8.5pp | 69.8%-16.5pp | 69.3%-16.0pp |
| Annual return | 11.99% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,264 | $1,413-10.5% | $2,356-46.4% | $2,565-50.7% |
| Participant deferral / active EE | $2,613 | $2,894-9.7% | $3,849-32.1% | $3,952-33.9% |
| Admin fee / account holder | $2,833 | $4,997-43.3% | $6,181-54.2% | $6,260-54.7% |