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 | $23,513 | $87,870-73.2% | $113,168-79.2% | $74,304-68.4% |
| Participation rate | 52.6% | 70.7%-18.1pp | 76.6%-23.9pp | 60.3%-7.7pp |
| Annual return | 15.80% | 26.44%-10.6pp | 24.27%-8.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,517 | $2,277-33.4% | $2,975-49.0% | $2,241-32.3% |
| Participant deferral / active EE | $2,708 | $4,241-36.1% | $5,107-47.0% | $3,767-28.1% |
| Admin fee / account holder | $1,411 | $3,368-58.1% | $12,068-88.3% | $2,969-52.5% |