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 10-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 | $127,549 | $297,529-57.1% | $246,525-48.3% | $357,791-64.4% |
| Participation rate | 0.0% | 86.5%-86.5pp | 82.0%-82.0pp | 85.6%-85.6pp |
| Annual return | 6.50% | -2.25%+8.7pp | 0.46%+6.0pp | 396.79%-390.3pp |
| Employer contribution / active EE | $31,074 | $8,709+256.8% | $7,467+316.2% | $7,508+313.9% |
| Participant deferral / active EE | $18,172 | $6,076+199.1% | $5,422+235.1% | $5,521+229.2% |
| Admin fee / account holder | $4,801 | $16,212-70.4% | $16,551-71.0% | $28,387-83.1% |