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 | $39,343 | $123,793-68.2% | $177,821-77.9% | $79,858-50.7% |
| Participation rate | 69.2% | 84.7%-15.4pp | 87.7%-18.5pp | 69.6%-0.4pp |
| Annual return | 23.03% | 22.82%+0.2pp | 48.32%-25.3pp | 31.71%-8.7pp |
| Employer contribution / active EE | $3,609 | $4,095-11.9% | $5,918-39.0% | $2,471+46.1% |
| Participant deferral / active EE | $6,480 | $5,956+8.8% | $7,714-16.0% | $3,740+73.3% |
| Admin fee / account holder | $1,188 | $7,243-83.6% | $12,427-90.4% | $5,306-77.6% |