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 | $15,403 | $179,726-91.4% | $156,263-90.1% | $142,382-89.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 21.11% | 77.86%-56.7pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,093 | $5,069-58.7% | $4,333-51.7% | $4,299-51.3% |
| Participant deferral / active EE | $6,924 | $6,956-0.5% | $6,158+12.4% | $6,507+6.4% |
| Admin fee / account holder | $920 | $17,272-94.7% | $14,255-93.5% | $12,624-92.7% |