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 | $9,765 | $100,754-90.3% | $86,677-88.7% | $134,475-92.7% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.48% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,218 | $3,489-65.1% | $2,836-57.0% | $4,740-74.3% |
| Participant deferral / active EE | $2,452 | $5,338-54.1% | $4,656-47.3% | $6,400-61.7% |
| Admin fee / account holder | $1,165 | $10,926-89.3% | $7,493-84.5% | $11,426-89.8% |