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 | $15,915 | $165,984-90.4% | $164,813-90.3% | $145,922-89.1% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.0pp |
| Annual return | 18.57% | 100.03%-81.5pp | 69.93%-51.4pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,803 | $5,273-65.8% | $4,341-58.5% | $4,660-61.3% |
| Participant deferral / active EE | $2,992 | $6,959-57.0% | $6,031-50.4% | $6,688-55.3% |
| Admin fee / account holder | $2,979 | $16,648-82.1% | $12,690-76.5% | $13,397-77.8% |