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 7-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 | $8,610 | $54,350-84.2% | $82,719-89.6% | $68,494-87.4% |
| Participation rate | 49.1% | 63.9%-14.9pp | 72.6%-23.5pp | 67.9%-18.8pp |
| Annual return | -18.29% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $841 | $2,218-62.1% | $3,009-72.0% | $2,596-67.6% |
| Participant deferral / active EE | $1,045 | $3,246-67.8% | $4,395-76.2% | $4,027-74.0% |
| Admin fee / account holder | $535 | $4,395-87.8% | $5,329-90.0% | $5,403-90.1% |