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 | $31,679 | $95,803-66.9% | $113,168-72.0% | $84,808-62.6% |
| Participation rate | 56.3% | 72.9%-16.6pp | 76.6%-20.3pp | 68.3%-12.1pp |
| Annual return | 20.05% | 25.00%-5.0pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,166 | $2,360-8.2% | $2,975-27.2% | $2,631-17.7% |
| Participant deferral / active EE | $4,276 | $4,242+0.8% | $5,107-16.3% | $4,212+1.5% |
| Admin fee / account holder | $736 | $8,989-91.8% | $12,068-93.9% | $7,344-90.0% |