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 | $24,028 | $86,286-72.2% | $111,297-78.4% | $85,850-72.0% |
| Participation rate | 58.7% | 73.3%-14.6pp | 77.3%-18.6pp | 69.3%-10.6pp |
| Annual return | 58.62% | 19.99%+38.6pp | 54.65%+4.0pp | 318.53%-259.9pp |
| Employer contribution / active EE | $1,017 | $2,043-50.2% | $2,731-62.8% | $2,565-60.4% |
| Participant deferral / active EE | $4,106 | $3,641+12.8% | $4,487-8.5% | $3,952+3.9% |
| Admin fee / account holder | $1,523 | $8,188-81.4% | $7,964-80.9% | $6,260-75.7% |