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 7-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 | $26,290 | $217,402-87.9% | $185,823-85.9% | $167,490-84.3% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 14.69% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,150 | $5,873-63.4% | $5,167-58.4% | $4,837-55.5% |
| Participant deferral / active EE | $3,526 | $6,356-44.5% | $5,568-36.7% | $6,341-44.4% |
| Admin fee / account holder | $770 | $19,811-96.1% | $16,237-95.3% | $12,309-93.7% |