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 7-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 | $15,628 | $59,805-73.9% | $79,550-80.4% | $68,494-77.2% |
| Participation rate | 48.1% | 61.1%-13.0pp | 69.5%-21.4pp | 67.9%-19.8pp |
| Annual return | 61.44% | -12.30%+73.7pp | 0.16%+61.3pp | -7.84%+69.3pp |
| Employer contribution / active EE | $1,603 | $1,505+6.5% | $2,413-33.6% | $2,596-38.3% |
| Participant deferral / active EE | $3,047 | $3,024+0.8% | $3,985-23.5% | $4,027-24.3% |
| Admin fee / account holder | $1,976 | $4,835-59.1% | $6,832-71.1% | $5,403-63.4% |