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 4-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 | $9,023 | $64,707-86.1% | $112,228-92.0% | $68,494-86.8% |
| Participation rate | 29.6% | 67.2%-37.6pp | 75.1%-45.5pp | 67.9%-38.3pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,148 | $2,746-58.2% | $3,635-68.4% | $2,596-55.8% |
| Participant deferral / active EE | $2,044 | $3,565-42.7% | $4,728-56.8% | $4,027-49.2% |
| Admin fee / account holder | $587 | $5,232-88.8% | $6,410-90.8% | $5,403-89.1% |