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 6-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 | $14,446 | $89,355-83.8% | $141,162-89.8% | $72,985-80.2% |
| Participation rate | 57.4% | 75.1%-17.7pp | 82.5%-25.0pp | 69.5%-12.0pp |
| Annual return | 23.64% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $786 | $3,114-74.8% | $4,735-83.4% | $2,440-67.8% |
| Participant deferral / active EE | $3,873 | $5,418-28.5% | $6,709-42.3% | $3,607+7.3% |
| Admin fee / account holder | $2,546 | $5,958-57.3% | $10,261-75.2% | $5,124-50.3% |