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 5-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 | $8,615 | $152,509-94.4% | $117,472-92.7% | $134,475-93.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -20.18% | 52.99%-73.2pp | 29.74%-49.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,393 | $5,571-75.0% | $4,176-66.6% | $4,740-70.6% |
| Participant deferral / active EE | $2,978 | $4,818-38.2% | $4,070-26.8% | $6,400-53.5% |
| Admin fee / account holder | $415 | $7,004-94.1% | $5,645-92.7% | $11,426-96.4% |