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 8-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 | $25,380 | $79,171-67.9% | $102,423-75.2% | $74,495-65.9% |
| Participation rate | 45.8% | 74.8%-29.0pp | 76.5%-30.7pp | 67.2%-21.4pp |
| Annual return | 19.88% | 54.93%-35.1pp | 29.32%-9.4pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $1,127 | $2,362-52.3% | $3,023-62.7% | $2,623-57.0% |
| Participant deferral / active EE | $2,504 | $4,415-43.3% | $5,053-50.4% | $4,346-42.4% |
| Admin fee / account holder | $506 | $2,001-74.7% | $9,451-94.6% | $1,942-73.9% |