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 | $24,593 | $81,900-70.0% | $119,609-79.4% | $68,494-64.1% |
| Participation rate | 59.5% | 71.9%-12.4pp | 79.3%-19.8pp | 67.9%-8.4pp |
| Annual return | -14.07% | -23.82%+9.7pp | -14.97%+0.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,765 | $2,693-34.5% | $4,232-58.3% | $2,596-32.0% |
| Participant deferral / active EE | $2,289 | $4,148-44.8% | $5,602-59.1% | $4,027-43.2% |
| Admin fee / account holder | $1,696 | $6,582-74.2% | $10,323-83.6% | $5,403-68.6% |