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 | $21,231 | $112,096-81.1% | $95,952-77.9% | $158,922-86.6% |
| Participation rate | 36.4% | 79.0%-42.6pp | 77.1%-40.7pp | 82.0%-45.6pp |
| Annual return | 15.09% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $818 | $3,198-74.4% | $2,541-67.8% | $4,761-82.8% |
| Participant deferral / active EE | $1,773 | $4,784-62.9% | $4,167-57.5% | $5,982-70.4% |
| Admin fee / account holder | $412 | $10,130-95.9% | $6,795-93.9% | $11,246-96.3% |