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 | $9,078 | $103,949-91.3% | $69,182-86.9% | $273,961-96.7% |
| Participation rate | 39.1% | 67.4%-28.2pp | 55.1%-16.0pp | 83.0%-43.9pp |
| Annual return | 7.72% | 35.28%-27.6pp | -21.93%+29.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $416 | $1,783-76.7% | $1,206-65.5% | $4,869-91.5% |
| Participant deferral / active EE | $645 | $2,716-76.2% | $1,897-66.0% | $5,287-87.8% |
| Admin fee / account holder | $927 | $3,671-74.7% | $2,697-65.6% | $10,132-90.8% |