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 | $12,039 | $65,061-81.5% | $143,757-91.6% | $66,914-82.0% |
| Participation rate | 66.0% | 65.2%+0.8pp | 80.3%-14.3pp | 69.8%-3.8pp |
| Annual return | -16.31% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,287 | $2,361-45.5% | $4,951-74.0% | $2,544-49.4% |
| Participant deferral / active EE | $2,069 | $2,919-29.1% | $5,637-63.3% | $4,237-51.2% |
| Admin fee / account holder | $525 | $502+4.6% | $14,673-96.4% | $593-11.5% |