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 | $23,642 | $78,422-69.9% | $95,952-75.4% | $79,858-70.4% |
| Participation rate | 43.1% | 73.5%-30.4pp | 77.1%-34.0pp | 69.6%-26.5pp |
| Annual return | 23.66% | 19.37%+4.3pp | 91.61%-68.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,495 | $1,945-23.1% | $2,541-41.2% | $2,471-39.5% |
| Participant deferral / active EE | $2,840 | $3,440-17.4% | $4,167-31.8% | $3,740-24.1% |
| Admin fee / account holder | $3,087 | $5,622-45.1% | $6,795-54.6% | $5,306-41.8% |