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 10-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 | $10,337 | $73,004-85.8% | $90,749-88.6% | $68,494-84.9% |
| Participation rate | 61.9% | 70.8%-8.9pp | 75.7%-13.8pp | 67.9%-6.0pp |
| Annual return | -17.37% | -13.81%-3.6pp | -12.16%-5.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,547 | $2,193-29.5% | $2,921-47.0% | $2,596-40.4% |
| Participant deferral / active EE | $2,234 | $3,627-38.4% | $4,564-51.0% | $4,027-44.5% |
| Admin fee / account holder | $868 | $5,896-85.3% | $8,445-89.7% | $5,403-83.9% |