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 | $9,011 | $73,867-87.8% | $143,757-93.7% | $68,494-86.8% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -16.62% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $839 | $3,184-73.6% | $4,951-83.0% | $2,596-67.7% |
| Participant deferral / active EE | $2,051 | $3,384-39.4% | $5,637-63.6% | $4,027-49.1% |
| Admin fee / account holder | $371 | $5,755-93.6% | $14,673-97.5% | $5,403-93.1% |