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 | $4,232 | $49,915-91.5% | $154,803-97.3% | $74,304-94.3% |
| Participation rate | 67.5% | 54.0%+13.5pp | 78.1%-10.6pp | 60.3%+7.1pp |
| Annual return | 16.23% | 34.06%-17.8pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $395 | $1,611-75.5% | $4,305-90.8% | $2,241-82.4% |
| Participant deferral / active EE | $1,022 | $2,255-54.7% | $5,540-81.5% | $3,767-72.9% |
| Admin fee / account holder | $366 | $2,189-83.3% | $14,329-97.4% | $2,969-87.7% |