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 | $34,444 | $148,978-76.9% | $200,582-82.8% | $84,808-59.4% |
| Participation rate | 0.0% | 84.2%-84.2pp | 86.9%-86.9pp | 68.3%-68.3pp |
| Annual return | 17.24% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,092 | $4,815+5.8% | $6,419-20.7% | $2,631+93.5% |
| Participant deferral / active EE | $4,285 | $7,142-40.0% | $9,331-54.1% | $4,212+1.8% |
| Admin fee / account holder | $5,446 | $13,977-61.0% | $16,305-66.6% | $7,344-25.8% |