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 7-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 | $18,830 | $58,926-68.0% | $97,226-80.6% | $74,495-74.7% |
| Participation rate | 57.1% | 63.5%-6.4pp | 72.7%-15.5pp | 67.2%-10.1pp |
| Annual return | 12.55% | 16.04%-3.5pp | 75.13%-62.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $844 | $1,894-55.4% | $2,729-69.1% | $2,623-67.8% |
| Participant deferral / active EE | $1,695 | $3,664-53.7% | $4,264-60.2% | $4,346-61.0% |
| Admin fee / account holder | $794 | $1,974-59.8% | $5,654-86.0% | $1,942-59.1% |