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 8-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 | $11,457 | $110,094-89.6% | $151,611-92.4% | $68,494-83.3% |
| Participation rate | 63.2% | 84.0%-20.7pp | 87.5%-24.3pp | 67.9%-4.7pp |
| Annual return | -14.31% | -10.12%-4.2pp | 3.33%-17.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,134 | $6,527-52.0% | $8,363-62.5% | $4,027-22.2% |
| Admin fee / account holder | $1,547 | $7,719-80.0% | $11,616-86.7% | $5,403-71.4% |