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 | $24,132 | $102,317-76.4% | $146,958-83.6% | $80,856-70.2% |
| Participation rate | 48.3% | 75.8%-27.6pp | 82.2%-33.9pp | 67.6%-19.4pp |
| Annual return | 15.81% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,061 | $3,713-71.4% | $4,933-78.5% | $2,755-61.5% |
| Participant deferral / active EE | $3,545 | $6,644-46.6% | $8,070-56.1% | $4,296-17.5% |
| Admin fee / account holder | $524 | $7,941-93.4% | $12,998-96.0% | $6,918-92.4% |