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 | $22,776 | $110,094-79.3% | $151,611-85.0% | $68,494-66.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 87.5%-30.4pp | 67.9%-10.7pp |
| Annual return | -13.60% | -10.12%-3.5pp | 3.33%-16.9pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,655 | $4,471-40.6% | $6,166-56.9% | $2,596+2.3% |
| Participant deferral / active EE | $4,950 | $6,527-24.2% | $8,363-40.8% | $4,027+22.9% |
| Admin fee / account holder | $2,089 | $7,719-72.9% | $11,616-82.0% | $5,403-61.3% |