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 4-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 | $23,015 | $86,944-73.5% | $107,525-78.6% | $74,304-69.0% |
| Participation rate | 34.2% | 59.6%-25.3pp | 75.1%-40.8pp | 60.3%-26.1pp |
| Annual return | 22.74% | 23.52%-0.8pp | 181.32%-158.6pp | 29.43%-6.7pp |
| Employer contribution / active EE | $783 | $2,757-71.6% | $3,754-79.1% | $2,241-65.1% |
| Participant deferral / active EE | $1,605 | $3,554-54.8% | $5,116-68.6% | $3,767-57.4% |
| Admin fee / account holder | $916 | $3,727-75.4% | $8,919-89.7% | $2,969-69.2% |