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 9-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 | $12,110 | $96,484-87.4% | $75,886-84.0% | $152,861-92.1% |
| Participation rate | 63.2% | 76.2%-13.0pp | 69.3%-6.1pp | 82.4%-19.3pp |
| Annual return | 20.64% | 33.98%-13.3pp | 30.76%-10.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,094 | $4,553-32.0% | $3,603-14.1% | $5,850-47.1% |
| Admin fee / account holder | $405 | $8,078-95.0% | $5,418-92.5% | $11,596-96.5% |