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 | $18,129 | $152,587-88.1% | $125,175-85.5% | $152,861-88.1% |
| Participation rate | 65.0% | 83.3%-18.3pp | 79.8%-14.8pp | 82.4%-17.4pp |
| Annual return | 44.00% | 54.84%-10.8pp | 43.79%+0.2pp | 345.32%-301.3pp |
| Employer contribution / active EE | $3,141 | $4,946-36.5% | $3,865-18.8% | $4,762-34.1% |
| Participant deferral / active EE | $6,793 | $5,868+15.8% | $4,937+37.6% | $5,850+16.1% |
| Admin fee / account holder | $508 | $13,434-96.2% | $9,702-94.8% | $11,596-95.6% |