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 | $13,267 | $79,633-83.3% | $93,789-85.9% | $68,494-80.6% |
| Participation rate | 46.9% | 75.4%-28.5pp | 81.0%-34.1pp | 67.9%-21.0pp |
| Annual return | -0.67% | -0.10%-0.6pp | -11.33%+10.7pp | -7.84%+7.2pp |
| Employer contribution / active EE | $1,560 | $3,665-57.4% | $4,323-63.9% | $2,596-39.9% |
| Participant deferral / active EE | $2,074 | $5,158-59.8% | $6,094-66.0% | $4,027-48.5% |
| Admin fee / account holder | $3,736 | $6,871-45.6% | $7,195-48.1% | $5,403-30.8% |