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 | $28,435 | $76,050-62.6% | $96,544-70.5% | $71,457-60.2% |
| Participation rate | 55.4% | 74.4%-19.0pp | 76.0%-20.6pp | 67.9%-12.6pp |
| Annual return | 22.26% | 22.81%-0.6pp | 25.84%-3.6pp | 28.85%-6.6pp |
| Employer contribution / active EE | $2,182 | $2,244-2.8% | $2,965-26.4% | $2,588-15.7% |
| Participant deferral / active EE | $3,055 | $4,215-27.5% | $4,851-37.0% | $4,289-28.8% |
| Admin fee / account holder | $2,327 | $2,707-14.0% | $8,252-71.8% | $1,587+46.6% |