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 8-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 | $35,126 | $84,556-58.5% | $116,228-69.8% | $74,304-52.7% |
| Participation rate | 42.5% | 66.0%-23.6pp | 74.6%-32.1pp | 60.3%-17.9pp |
| Annual return | 20.08% | 18.35%+1.7pp | 90.06%-70.0pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,732 | $2,168-20.1% | $2,994-42.2% | $2,241-22.7% |
| Participant deferral / active EE | $3,905 | $3,814+2.4% | $4,953-21.2% | $3,767+3.7% |
| Admin fee / account holder | $5,697 | $3,792+50.2% | $11,989-52.5% | $2,969+91.9% |