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 | $24,750 | $59,417-58.3% | $93,606-73.6% | $74,495-66.8% |
| Participation rate | 47.2% | 59.7%-12.5pp | 68.7%-21.5pp | 67.2%-20.0pp |
| Annual return | 14.50% | 81.83%-67.3pp | 133.20%-118.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $932 | $1,264-26.2% | $2,420-61.5% | $2,623-64.5% |
| Participant deferral / active EE | $1,462 | $3,050-52.1% | $4,411-66.9% | $4,346-66.4% |
| Admin fee / account holder | $1,177 | $3,021-61.0% | $8,285-85.8% | $1,942-39.4% |