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 | $15,753 | $110,094-85.7% | $151,611-89.6% | $68,494-77.0% |
| Participation rate | 55.0% | 84.0%-29.0pp | 87.5%-32.5pp | 67.9%-12.9pp |
| Annual return | -8.56% | -10.12%+1.6pp | 3.33%-11.9pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,402 | $4,471-68.6% | $6,166-77.3% | $2,596-46.0% |
| Participant deferral / active EE | $4,192 | $6,527-35.8% | $8,363-49.9% | $4,027+4.1% |
| Admin fee / account holder | $1,496 | $7,719-80.6% | $11,616-87.1% | $5,403-72.3% |