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 9-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 | $26,397 | $81,208-67.5% | $98,907-73.3% | $79,858-66.9% |
| Participation rate | 32.7% | 72.5%-39.9pp | 76.0%-43.4pp | 69.6%-37.0pp |
| Annual return | 26.01% | 60.99%-35.0pp | 196.43%-170.4pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,023 | $1,960-47.8% | $2,689-61.9% | $2,471-58.6% |
| Participant deferral / active EE | $2,253 | $3,265-31.0% | $4,244-46.9% | $3,740-39.8% |
| Admin fee / account holder | $1,969 | $6,013-67.3% | $6,642-70.4% | $5,306-62.9% |