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 | $17,112 | $52,903-67.7% | $73,307-76.7% | $59,632-71.3% |
| Participation rate | 62.9% | 68.2%-5.3pp | 74.9%-12.0pp | 68.7%-5.8pp |
| Annual return | 1.30% | 12.20%-10.9pp | 5.67%-4.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $2,068 | $1,909+8.3% | $3,237-36.1% | $2,203-6.1% |
| Participant deferral / active EE | $4,050 | $4,069-0.5% | $4,991-18.9% | $3,192+26.9% |
| Admin fee / account holder | $940 | $3,834-75.5% | $5,637-83.3% | $4,297-78.1% |