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 | $22,721 | $62,586-63.7% | $76,768-70.4% | $64,186-64.6% |
| Participation rate | 55.6% | 72.8%-17.3pp | 77.0%-21.4pp | 69.6%-14.0pp |
| Annual return | -5.11% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,214 | $1,832-33.7% | $2,485-51.1% | $2,381-49.0% |
| Participant deferral / active EE | $1,695 | $3,145-46.1% | $3,852-56.0% | $3,470-51.1% |
| Admin fee / account holder | $1,916 | $4,667-58.9% | $6,675-71.3% | $4,888-60.8% |