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 | $15,749 | $62,586-74.8% | $76,768-79.5% | $64,186-75.5% |
| Participation rate | 48.3% | 72.8%-24.5pp | 77.0%-28.7pp | 69.6%-21.3pp |
| Annual return | -6.38% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $524 | $1,832-71.4% | $2,485-78.9% | $2,381-78.0% |
| Participant deferral / active EE | $1,745 | $3,145-44.5% | $3,852-54.7% | $3,470-49.7% |
| Admin fee / account holder | $879 | $4,667-81.2% | $6,675-86.8% | $4,888-82.0% |