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 4-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 | $14,245 | $93,571-84.8% | $135,903-89.5% | $75,163-81.0% |
| Participation rate | 68.0% | 75.2%-7.1pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 34.04% | 30.90%+3.1pp | 68.23%-34.2pp | 160.62%-126.6pp |
| Employer contribution / active EE | $2,183 | $3,537-38.3% | $4,856-55.0% | $2,670-18.2% |
| Participant deferral / active EE | $4,335 | $6,404-32.3% | $7,758-44.1% | $4,125+5.1% |
| Admin fee / account holder | $518 | $6,975-92.6% | $10,762-95.2% | $5,651-90.8% |