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 | $24,497 | $70,908-65.5% | $98,907-75.2% | $73,488-66.7% |
| Participation rate | 68.3% | 73.8%-5.5pp | 76.0%-7.8pp | 70.7%-2.4pp |
| Annual return | 16.90% | 34.17%-17.3pp | 196.43%-179.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,691 | $2,036-17.0% | $2,689-37.1% | $2,270-25.5% |
| Participant deferral / active EE | $2,980 | $3,500-14.9% | $4,244-29.8% | $3,740-20.3% |
| Admin fee / account holder | $1,688 | $535+215.5% | $6,642-74.6% | $513+228.9% |