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 | $14,885 | $55,449-73.2% | $83,848-82.2% | $56,287-73.6% |
| Participation rate | 51.4% | 68.0%-16.6pp | 76.1%-24.7pp | 69.9%-18.4pp |
| Annual return | -2.09% | -1.38%-0.7pp | 850.88%-853.0pp | -9.96%+7.9pp |
| Employer contribution / active EE | $686 | $2,430-71.8% | $3,631-81.1% | $2,111-67.5% |
| Participant deferral / active EE | $1,551 | $2,935-47.2% | $4,082-62.0% | $3,350-53.7% |
| Admin fee / account holder | $984 | $656+50.0% | $5,478-82.0% | $521+88.9% |