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 | $5,669 | $49,915-88.6% | $154,803-96.3% | $74,304-92.4% |
| Participation rate | 56.2% | 54.0%+2.2pp | 78.1%-21.9pp | 60.3%-4.2pp |
| Annual return | 14.23% | 34.06%-19.8pp | 58.88%-44.7pp | 29.43%-15.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,207 | $2,255-46.5% | $5,540-78.2% | $3,767-68.0% |
| Admin fee / account holder | $553 | $2,189-74.8% | $14,329-96.1% | $2,969-81.4% |