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 10-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 | $6,895 | $77,634-91.1% | $156,549-95.6% | $62,891-89.0% |
| Participation rate | 38.3% | 71.2%-32.9pp | 84.0%-45.7pp | 69.3%-31.0pp |
| Annual return | 14.34% | 50.32%-36.0pp | 32.23%-17.9pp | 20.14%-5.8pp |
| Employer contribution / active EE | $613 | $3,444-82.2% | $5,501-88.9% | $2,281-73.1% |
| Participant deferral / active EE | $1,169 | $3,045-61.6% | $4,871-76.0% | $3,203-63.5% |
| Admin fee / account holder | $890 | $5,561-84.0% | $13,027-93.2% | $4,296-79.3% |