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 | $5,738 | $232,540-97.5% | $185,117-96.9% | $147,584-96.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 15.99% | 43.03%-27.0pp | 40.50%-24.5pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,073 | $5,195-79.3% | $4,182-74.3% | $4,876-78.0% |
| Participant deferral / active EE | $1,312 | $5,834-77.5% | $5,045-74.0% | $5,439-75.9% |
| Admin fee / account holder | $2,889 | $10,275-71.9% | $8,159-64.6% | $10,885-73.5% |