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 | $19,212 | $98,750-80.5% | $149,696-87.2% | $79,858-75.9% |
| Participation rate | 52.5% | 75.8%-23.3pp | 82.5%-30.0pp | 69.6%-17.1pp |
| Annual return | 24.50% | 27.43%-2.9pp | 276.60%-252.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,741 | $5,680-51.7% | $6,842-59.9% | $3,740-26.7% |
| Admin fee / account holder | $826 | $6,053-86.4% | $9,309-91.1% | $5,306-84.4% |