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 | $22,674 | $101,883-77.7% | $453,369-95.0% | $85,850-73.6% |
| Participation rate | 66.7% | 72.3%-5.6pp | 78.0%-11.3pp | 69.3%-2.6pp |
| Annual return | 76.92% | 25.38%+51.5pp | 64.40%+12.5pp | 318.53%-241.6pp |
| Employer contribution / active EE | $1,812 | $2,847-36.4% | $4,070-55.5% | $2,565-29.4% |
| Participant deferral / active EE | $6,734 | $4,782+40.8% | $6,209+8.5% | $3,952+70.4% |
| Admin fee / account holder | $1,456 | $5,706-74.5% | $11,209-87.0% | $6,260-76.7% |