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 10-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 | $23,918 | $73,638-67.5% | $95,952-75.1% | $73,488-67.5% |
| Participation rate | 28.8% | 76.2%-47.3pp | 77.1%-48.2pp | 70.7%-41.8pp |
| Annual return | 21.48% | 16.78%+4.7pp | 91.61%-70.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $1,020 | $1,863-45.3% | $2,541-59.9% | $2,270-55.1% |
| Participant deferral / active EE | $1,804 | $3,617-50.1% | $4,167-56.7% | $3,740-51.8% |
| Admin fee / account holder | $1,363 | $482+182.7% | $6,795-79.9% | $513+165.6% |