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 10-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 | $14,321 | $56,484-74.6% | $169,463-91.5% | $64,186-77.7% |
| Participation rate | 59.3% | 64.5%-5.3pp | 77.8%-18.5pp | 69.6%-10.3pp |
| Annual return | -7.95% | -1.55%-6.4pp | 1.83%-9.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,522 | $3,448+2.2% | $5,277-33.2% | $3,470+1.5% |
| Admin fee / account holder | $2,489 | $4,174-40.4% | $9,109-72.7% | $4,888-49.1% |