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 6-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 | $7,259 | $54,229-86.6% | $70,092-89.6% | $68,494-89.4% |
| Participation rate | 23.6% | 64.5%-40.9pp | 70.5%-46.8pp | 67.9%-44.3pp |
| Annual return | 9.89% | -13.87%+23.8pp | 190.73%-180.8pp | -7.84%+17.7pp |
| Employer contribution / active EE | $869 | $2,018-56.9% | $2,559-66.0% | $2,596-66.5% |
| Participant deferral / active EE | $1,948 | $2,956-34.1% | $3,849-49.4% | $4,027-51.6% |
| Admin fee / account holder | $939 | $4,694-80.0% | $6,267-85.0% | $5,403-82.6% |