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 | $15,512 | $71,883-78.4% | $86,677-82.1% | $68,494-77.4% |
| Participation rate | 60.8% | 72.2%-11.5pp | 76.6%-15.8pp | 67.9%-7.1pp |
| Annual return | -17.39% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,555 | $2,173-28.4% | $2,836-45.2% | $2,596-40.1% |
| Participant deferral / active EE | $3,027 | $3,779-19.9% | $4,656-35.0% | $4,027-24.8% |
| Admin fee / account holder | $2,500 | $6,112-59.1% | $7,493-66.6% | $5,403-53.7% |