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 3-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 | $26,848 | $238,490-88.7% | $180,183-85.1% | $142,382-81.1% |
| Participation rate | 68.8% | 82.3%-13.5pp | 77.4%-8.7pp | 80.1%-11.4pp |
| Annual return | 23.89% | 33.56%-9.7pp | 27.86%-4.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $9,400 | $6,143+53.0% | $5,039+86.5% | $4,299+118.6% |
| Participant deferral / active EE | $5,842 | $7,996-26.9% | $6,822-14.4% | $6,507-10.2% |
| Admin fee / account holder | $829 | $28,866-97.1% | $19,975-95.9% | $12,624-93.4% |