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 7-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 | $12,443 | $155,788-92.0% | $124,672-90.0% | $167,490-92.6% |
| Participation rate | 55.6% | 81.1%-25.5pp | 74.6%-19.1pp | 82.1%-26.5pp |
| Annual return | 26.34% | 17.97%+8.4pp | 5142.93%-5116.6pp | 478.56%-452.2pp |
| Employer contribution / active EE | $1,716 | $4,163-58.8% | $3,324-48.4% | $4,837-64.5% |
| Participant deferral / active EE | $2,256 | $5,673-60.2% | $4,614-51.1% | $6,341-64.4% |
| Admin fee / account holder | $602 | $9,531-93.7% | $7,493-92.0% | $12,309-95.1% |