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 9-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 | $17,495 | $157,256-88.9% | $141,162-87.6% | $152,861-88.6% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.4%-29.1pp |
| Annual return | 29.04% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,115 | $5,261-78.8% | $4,735-76.4% | $4,762-76.6% |
| Participant deferral / active EE | $3,030 | $7,109-57.4% | $6,709-54.8% | $5,850-48.2% |
| Admin fee / account holder | $677 | $12,120-94.4% | $10,261-93.4% | $11,596-94.2% |