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 | $29,971 | $101,724-70.5% | $164,813-81.8% | $80,856-62.9% |
| Participation rate | 8.4% | 71.8%-63.4pp | 78.6%-70.2pp | 67.6%-59.2pp |
| Annual return | 38.03% | 16.72%+21.3pp | 69.93%-31.9pp | 35.59%+2.4pp |
| Employer contribution / active EE | $844 | $2,953-71.4% | $4,341-80.6% | $2,755-69.4% |
| Participant deferral / active EE | $4,209 | $4,477-6.0% | $6,031-30.2% | $4,296-2.0% |
| Admin fee / account holder | $2,439 | $8,227-70.3% | $12,690-80.8% | $6,918-64.7% |