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 4-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 | $8,327 | $46,674-82.2% | $117,472-92.9% | $68,494-87.8% |
| Participation rate | 53.8% | 56.8%-2.9pp | 70.6%-16.7pp | 67.9%-14.0pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,823 | $1,505+21.1% | $4,176-56.4% | $2,596-29.8% |
| Participant deferral / active EE | $2,915 | $2,636+10.6% | $4,070-28.4% | $4,027-27.6% |
| Admin fee / account holder | $4,388 | $4,020+9.1% | $5,645-22.3% | $5,403-18.8% |