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 | $14,432 | $81,900-82.4% | $119,609-87.9% | $68,494-78.9% |
| Participation rate | 61.9% | 71.9%-10.0pp | 79.3%-17.4pp | 67.9%-6.0pp |
| Annual return | -18.01% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,622 | $2,693-39.8% | $4,232-61.7% | $2,596-37.5% |
| Participant deferral / active EE | $3,524 | $4,148-15.0% | $5,602-37.1% | $4,027-12.5% |
| Admin fee / account holder | $1,047 | $6,582-84.1% | $10,323-89.9% | $5,403-80.6% |