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 | $26,047 | $78,705-66.9% | $117,854-77.9% | $70,131-62.9% |
| Participation rate | 23.4% | 73.2%-49.8pp | 79.7%-56.3pp | 69.5%-46.2pp |
| Annual return | 19.15% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,310 | $3,297-29.9% | $4,482-48.5% | $3,332-30.7% |
| Admin fee / account holder | $1,529 | $5,065-69.8% | $8,020-80.9% | $4,645-67.1% |