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 | $13,677 | $76,367-82.1% | $93,606-85.4% | $72,985-81.3% |
| Participation rate | 32.4% | 71.7%-39.3pp | 75.8%-43.4pp | 69.5%-37.1pp |
| Annual return | 23.32% | 25.82%-2.5pp | 32.76%-9.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $668 | $2,275-70.6% | $2,718-75.4% | $2,440-72.6% |
| Participant deferral / active EE | $1,326 | $3,538-62.5% | $4,069-67.4% | $3,607-63.2% |
| Admin fee / account holder | $5,476 | $6,838-19.9% | $7,888-30.6% | $5,124+6.9% |