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 9-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 | $20,600 | $91,552-77.5% | $133,956-84.6% | $79,858-74.2% |
| Participation rate | 67.4% | 73.3%-5.9pp | 79.8%-12.4pp | 69.6%-2.2pp |
| Annual return | 30.01% | 61.85%-31.8pp | 45.09%-15.1pp | 31.71%-1.7pp |
| Employer contribution / active EE | $2,234 | $2,384-6.3% | $3,919-43.0% | $2,471-9.6% |
| Participant deferral / active EE | $4,920 | $3,733+31.8% | $5,048-2.5% | $3,740+31.6% |
| Admin fee / account holder | $2,123 | $6,321-66.4% | $8,927-76.2% | $5,306-60.0% |