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 3-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 | $10,269 | $159,602-93.6% | $150,045-93.2% | $142,382-92.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 34.25% | 70.24%-36.0pp | 62.55%-28.3pp | 217.08%-182.8pp |
| Employer contribution / active EE | $6,102 | $4,961+23.0% | $4,693+30.0% | $4,299+41.9% |
| Participant deferral / active EE | $8,979 | $8,310+8.0% | $7,997+12.3% | $6,507+38.0% |
| Admin fee / account holder | $425 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |