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 | $32,700 | $109,413-70.1% | $156,263-79.1% | $84,808-61.4% |
| Participation rate | 65.7% | 72.7%-7.0pp | 78.9%-13.2pp | 68.3%-2.6pp |
| Annual return | 23.37% | 20.18%+3.2pp | 59.47%-36.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $3,397 | $2,907+16.8% | $4,333-21.6% | $2,631+29.1% |
| Participant deferral / active EE | $4,964 | $4,590+8.2% | $6,158-19.4% | $4,212+17.9% |
| Admin fee / account holder | $3,548 | $9,357-62.1% | $14,255-75.1% | $7,344-51.7% |