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 | $8,887 | $40,256-77.9% | $57,343-84.5% | $59,632-85.1% |
| Participation rate | 68.4% | 69.2%-0.8pp | 75.1%-6.7pp | 68.7%-0.3pp |
| Annual return | -0.66% | 27.49%-28.1pp | 24.39%-25.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $676 | $1,922-64.8% | $2,689-74.8% | $2,203-69.3% |
| Participant deferral / active EE | $1,121 | $2,399-53.3% | $3,162-64.5% | $3,192-64.9% |
| Admin fee / account holder | $813 | $2,818-71.2% | $3,356-75.8% | $4,297-81.1% |