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 6-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 | $24,488 | $109,881-77.7% | $150,045-83.7% | $84,808-71.1% |
| Participation rate | 56.3% | 76.1%-19.8pp | 82.3%-26.1pp | 68.3%-12.1pp |
| Annual return | 17.18% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,015 | $3,561-71.5% | $4,693-78.4% | $2,631-61.4% |
| Participant deferral / active EE | $3,513 | $6,636-47.1% | $7,997-56.1% | $4,212-16.6% |
| Admin fee / account holder | $9,439 | $8,568+10.2% | $13,435-29.7% | $7,344+28.5% |