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 5-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 | $12,721 | $154,117-91.7% | $129,995-90.2% | $139,434-90.9% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 38.45% | 32.48%+6.0pp | -137.18%+175.6pp | 372.94%-334.5pp |
| Employer contribution / active EE | $1,531 | $5,289-71.1% | $4,320-64.6% | $4,751-67.8% |
| Participant deferral / active EE | $2,451 | $6,710-63.5% | $5,820-57.9% | $6,710-63.5% |
| Admin fee / account holder | $1,699 | $14,007-87.9% | $10,614-84.0% | $11,403-85.1% |