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 | $16,665 | $147,039-88.7% | $64,056-74.0% | - |
| Participation rate | 57.6% | 70.9%-13.4pp | 72.3%-14.7pp | - |
| Annual return | 35.35% | 7.51%+27.8pp | 33.69%+1.7pp | - |
| Employer contribution / active EE | $1,635 | $2,405-32.0% | $2,747-40.5% | - |
| Participant deferral / active EE | $2,429 | $3,377-28.1% | $3,880-37.4% | - |
| Admin fee / account holder | $594 | $6,926-91.4% | $3,068-80.6% | - |