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 5-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 | $25,056 | $68,914-63.6% | $136,749-81.7% | $74,304-66.3% |
| Participation rate | 29.1% | 51.3%-22.2pp | 72.1%-43.0pp | 60.3%-31.2pp |
| Annual return | 22.31% | 16.34%+6.0pp | 24.33%-2.0pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,135 | $1,561-27.3% | $3,400-66.6% | $2,241-49.4% |
| Participant deferral / active EE | $1,685 | $2,541-33.7% | $4,692-64.1% | $3,767-55.3% |
| Admin fee / account holder | $6,520 | $3,149+107.0% | $11,386-42.7% | $2,969+119.6% |