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 | $19,586 | $77,813-74.8% | $123,544-84.1% | $64,186-69.5% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -0.31% | 12.48%-12.8pp | 119.20%-119.5pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,983 | $3,014-34.2% | $4,628-57.1% | $2,381-16.7% |
| Participant deferral / active EE | $2,940 | $5,240-43.9% | $6,426-54.2% | $3,470-15.3% |
| Admin fee / account holder | $1,192 | $5,519-78.4% | $9,284-87.2% | $4,888-75.6% |