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 8-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 | $21,982 | $86,286-74.5% | $111,297-80.2% | $85,850-74.4% |
| Participation rate | 64.4% | 73.3%-8.9pp | 77.3%-12.9pp | 69.3%-4.9pp |
| Annual return | 18.09% | 19.99%-1.9pp | 54.65%-36.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,547 | $2,043+24.7% | $2,731-6.7% | $2,565-0.7% |
| Participant deferral / active EE | $4,248 | $3,641+16.7% | $4,487-5.3% | $3,952+7.5% |
| Admin fee / account holder | $1,767 | $8,188-78.4% | $7,964-77.8% | $6,260-71.8% |