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 | $15,898 | $56,357-71.8% | $104,294-84.8% | $68,494-76.8% |
| Participation rate | 36.7% | 63.3%-26.5pp | 73.3%-36.6pp | 67.9%-31.2pp |
| Annual return | -18.98% | -9.19%-9.8pp | 24.61%-43.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $756 | $1,960-61.4% | $3,372-77.6% | $2,596-70.9% |
| Participant deferral / active EE | $1,522 | $3,077-50.5% | $4,625-67.1% | $4,027-62.2% |
| Admin fee / account holder | $682 | $4,903-86.1% | $7,339-90.7% | $5,403-87.4% |