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 | $11,675 | $59,805-80.5% | $79,550-85.3% | $68,494-83.0% |
| Participation rate | 26.8% | 61.1%-34.3pp | 69.5%-42.7pp | 67.9%-41.1pp |
| Annual return | -13.47% | -12.30%-1.2pp | 0.16%-13.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $820 | $1,505-45.5% | $2,413-66.0% | $2,596-68.4% |
| Participant deferral / active EE | $1,276 | $3,024-57.8% | $3,985-68.0% | $4,027-68.3% |
| Admin fee / account holder | $959 | $4,835-80.2% | $6,832-86.0% | $5,403-82.2% |