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 | $19,055 | $73,004-73.9% | $90,749-79.0% | $68,494-72.2% |
| Participation rate | 36.5% | 70.8%-34.3pp | 75.7%-39.2pp | 67.9%-31.4pp |
| Annual return | -18.13% | -13.81%-4.3pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $983 | $2,193-55.2% | $2,921-66.4% | $2,596-62.2% |
| Participant deferral / active EE | $2,031 | $3,627-44.0% | $4,564-55.5% | $4,027-49.6% |
| Admin fee / account holder | $590 | $5,896-90.0% | $8,445-93.0% | $5,403-89.1% |