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 4-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 | $20,392 | $81,460-75.0% | $103,333-80.3% | $80,856-74.8% |
| Participation rate | 29.6% | 66.8%-37.3pp | 74.5%-44.9pp | 67.6%-38.1pp |
| Annual return | 31.71% | 25.55%+6.2pp | 24.88%+6.8pp | 35.59%-3.9pp |
| Employer contribution / active EE | $1,144 | $3,105-63.2% | $3,868-70.4% | $2,755-58.5% |
| Participant deferral / active EE | $2,123 | $3,869-45.1% | $5,057-58.0% | $4,296-50.6% |
| Admin fee / account holder | $897 | $6,566-86.3% | $8,355-89.3% | $6,918-87.0% |