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 6-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 | $20,222 | $93,571-78.4% | $135,903-85.1% | $75,163-73.1% |
| Participation rate | 55.6% | 75.2%-19.6pp | 81.9%-26.4pp | 67.2%-11.6pp |
| Annual return | 37.36% | 30.90%+6.5pp | 68.23%-30.9pp | 160.62%-123.3pp |
| Employer contribution / active EE | $1,626 | $3,537-54.0% | $4,856-66.5% | $2,670-39.1% |
| Participant deferral / active EE | $3,098 | $6,404-51.6% | $7,758-60.1% | $4,125-24.9% |
| Admin fee / account holder | $1,176 | $6,975-83.1% | $10,762-89.1% | $5,651-79.2% |