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 | $15,451 | $59,805-74.2% | $79,550-80.6% | $68,494-77.4% |
| Participation rate | 34.3% | 61.1%-26.8pp | 69.5%-35.2pp | 67.9%-33.6pp |
| Annual return | -15.96% | -12.30%-3.7pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,233 | $1,505-18.0% | $2,413-48.9% | $2,596-52.5% |
| Participant deferral / active EE | $1,946 | $3,024-35.6% | $3,985-51.2% | $4,027-51.7% |
| Admin fee / account holder | $2,485 | $4,835-48.6% | $6,832-63.6% | $5,403-54.0% |