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 5-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 | $17,040 | $176,056-90.3% | $159,436-89.3% | $167,490-89.8% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 22.90% | 331.75%-308.8pp | 263.57%-240.7pp | 478.56%-455.7pp |
| Employer contribution / active EE | $1,088 | $5,297-79.5% | $4,829-77.5% | $4,837-77.5% |
| Participant deferral / active EE | $3,382 | $7,750-56.4% | $7,352-54.0% | $6,341-46.7% |
| Admin fee / account holder | $1,189 | $12,554-90.5% | $10,799-89.0% | $12,309-90.3% |