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 | $4,690 | $80,717-94.2% | $154,803-97.0% | $84,808-94.5% |
| Participation rate | 61.8% | 66.8%-5.0pp | 78.1%-16.3pp | 68.3%-6.5pp |
| Annual return | 16.56% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $358 | $2,761-87.0% | $4,305-91.7% | $2,631-86.4% |
| Participant deferral / active EE | $2,069 | $3,303-37.4% | $5,540-62.7% | $4,212-50.9% |
| Admin fee / account holder | $1,821 | $6,746-73.0% | $14,329-87.3% | $7,344-75.2% |