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 6-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 | $23,620 | $109,413-78.4% | $156,263-84.9% | $84,808-72.1% |
| Participation rate | 41.0% | 72.7%-31.7pp | 78.9%-37.9pp | 68.3%-27.3pp |
| Annual return | 16.22% | 20.18%-4.0pp | 59.47%-43.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,012 | $2,907-65.2% | $4,333-76.6% | $2,631-61.5% |
| Participant deferral / active EE | $3,176 | $4,590-30.8% | $6,158-48.4% | $4,212-24.6% |
| Admin fee / account holder | $2,059 | $9,357-78.0% | $14,255-85.6% | $7,344-72.0% |