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 | $11,895 | $59,805-80.1% | $79,550-85.0% | $68,494-82.6% |
| Participation rate | 69.3% | 61.1%+8.3pp | 69.5%-0.2pp | 67.9%+1.4pp |
| Annual return | -18.43% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,103 | $1,505-26.7% | $2,413-54.3% | $2,596-57.5% |
| Participant deferral / active EE | $2,407 | $3,024-20.4% | $3,985-39.6% | $4,027-40.2% |
| Admin fee / account holder | $715 | $4,835-85.2% | $6,832-89.5% | $5,403-86.8% |