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 6-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 | $20,993 | $109,881-80.9% | $150,045-86.0% | $84,808-75.2% |
| Participation rate | 67.6% | 76.1%-8.5pp | 82.3%-14.8pp | 68.3%-0.7pp |
| Annual return | 20.88% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,495 | $3,561-58.0% | $4,693-68.2% | $2,631-43.2% |
| Participant deferral / active EE | $5,414 | $6,636-18.4% | $7,997-32.3% | $4,212+28.6% |
| Admin fee / account holder | $5,858 | $8,568-31.6% | $13,435-56.4% | $7,344-20.2% |