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 4-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 | $4,794 | $82,286-94.2% | $68,791-93.0% | $134,475-96.4% |
| Participation rate | 61.9% | 75.1%-13.2pp | 69.0%-7.1pp | 81.2%-19.3pp |
| Annual return | -12.94% | -2.19%-10.7pp | -6.38%-6.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,432 | $3,301-56.6% | $2,655-46.1% | $4,740-69.8% |
| Participant deferral / active EE | $1,769 | $4,739-62.7% | $3,941-55.1% | $6,400-72.4% |
| Admin fee / account holder | $621 | $6,481-90.4% | $4,932-87.4% | $11,426-94.6% |