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 | $20,127 | $71,370-71.8% | $289,028-93.0% | $71,370-71.8% |
| Participation rate | 43.8% | 55.1%-11.3pp | 78.0%-34.1pp | 55.1%-11.3pp |
| Annual return | 16.05% | 15.87%+0.2pp | 243.94%-227.9pp | 15.87%+0.2pp |
| Employer contribution / active EE | $657 | $1,874-65.0% | $6,326-89.6% | $1,874-65.0% |
| Participant deferral / active EE | $2,265 | $2,656-14.7% | $4,804-52.9% | $2,656-14.7% |
| Admin fee / account holder | $1,313 | $6,050-78.3% | $14,050-90.7% | $6,050-78.3% |