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 | $18,674 | $78,672-76.3% | $109,143-82.9% | $85,850-78.2% |
| Participation rate | 59.4% | 68.3%-8.9pp | 75.9%-16.5pp | 69.3%-9.9pp |
| Annual return | 16.89% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,683 | $3,467-22.6% | $4,653-42.3% | $3,952-32.1% |
| Admin fee / account holder | $445 | $5,469-91.9% | $6,752-93.4% | $6,260-92.9% |