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 | $44,640 | $130,194-65.7% | $169,993-73.7% | $71,457-37.5% |
| Participation rate | 53.5% | 86.1%-32.6pp | 87.0%-33.5pp | 67.9%-14.4pp |
| Annual return | 22.37% | 20.37%+2.0pp | 53.37%-31.0pp | 28.85%-6.5pp |
| Employer contribution / active EE | $2,104 | $4,381-52.0% | $6,785-69.0% | $2,588-18.7% |
| Participant deferral / active EE | $4,284 | $6,923-38.1% | $10,408-58.8% | $4,289-0.1% |
| Admin fee / account holder | $8,266 | $966+756.0% | $12,815-35.5% | $1,587+420.7% |