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 9-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 | $19,354 | $78,672-75.4% | $109,143-82.3% | $85,850-77.5% |
| Participation rate | 64.9% | 68.3%-3.4pp | 75.9%-11.0pp | 69.3%-4.4pp |
| Annual return | 15.60% | 25.09%-9.5pp | 25.75%-10.2pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,442 | $2,735-47.3% | $3,722-61.3% | $2,565-43.8% |
| Participant deferral / active EE | $2,583 | $3,467-25.5% | $4,653-44.5% | $3,952-34.6% |
| Admin fee / account holder | $2,433 | $5,469-55.5% | $6,752-64.0% | $6,260-61.1% |