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 | $6,802 | $142,344-95.2% | $119,609-94.3% | $134,475-94.9% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -19.28% | -12.44%-6.8pp | -14.97%-4.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,152 | $5,222-77.9% | $4,232-72.8% | $4,740-75.7% |
| Participant deferral / active EE | $2,151 | $6,469-66.8% | $5,602-61.6% | $6,400-66.4% |
| Admin fee / account holder | $699 | $13,584-94.9% | $10,323-93.2% | $11,426-93.9% |