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 3-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 | $1,947 | $49,922-96.1% | $80,569-97.6% | $75,163-97.4% |
| Participation rate | 48.0% | 55.3%-7.3pp | 67.0%-19.0pp | 67.2%-19.2pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $692 | $1,698-59.3% | $2,723-74.6% | $2,670-74.1% |
| Participant deferral / active EE | $973 | $2,990-67.5% | $4,447-78.1% | $4,125-76.4% |
| Admin fee / account holder | $981 | $3,577-72.6% | $5,377-81.8% | $5,651-82.6% |