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 7-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 | $20,335 | $228,332-91.1% | $185,823-89.1% | $158,922-87.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 38.86% | 40.80%-1.9pp | 35.95%+2.9pp | 302.83%-264.0pp |
| Employer contribution / active EE | $2,317 | $4,967-53.3% | $4,087-43.3% | $4,761-51.3% |
| Participant deferral / active EE | $6,336 | $6,415-1.2% | $5,632+12.5% | $5,982+5.9% |
| Admin fee / account holder | $1,061 | $11,864-91.1% | $9,500-88.8% | $11,246-90.6% |