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 | $18,116 | $82,664-78.1% | $125,339-85.5% | $68,494-73.6% |
| Participation rate | 46.7% | 75.0%-28.4pp | 82.4%-35.7pp | 67.9%-21.2pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,469 | $3,381-56.5% | $4,814-69.5% | $2,596-43.4% |
| Participant deferral / active EE | $3,869 | $6,110-36.7% | $7,446-48.0% | $4,027-3.9% |
| Admin fee / account holder | $3,177 | $6,275-49.4% | $10,010-68.3% | $5,403-41.2% |