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 | $15,366 | $83,477-81.6% | $125,175-87.7% | $72,985-78.9% |
| Participation rate | 61.3% | 73.3%-12.0pp | 79.8%-18.5pp | 69.5%-8.2pp |
| Annual return | 26.64% | 25.78%+0.9pp | 43.79%-17.1pp | 81.00%-54.4pp |
| Employer contribution / active EE | $718 | $2,345-69.4% | $3,865-81.4% | $2,440-70.6% |
| Participant deferral / active EE | $1,712 | $3,585-52.2% | $4,937-65.3% | $3,607-52.5% |
| Admin fee / account holder | $536 | $5,517-90.3% | $9,702-94.5% | $5,124-89.5% |