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 6-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 | $8,796 | $57,281-84.6% | $86,612-89.8% | $75,163-88.3% |
| Participation rate | 69.1% | 63.2%+5.9pp | 71.7%-2.6pp | 67.2%+1.9pp |
| Annual return | 41.58% | 2670.75%-2629.2pp | 591.07%-549.5pp | 160.62%-119.0pp |
| Employer contribution / active EE | $1,063 | $2,314-54.1% | $3,022-64.8% | $2,670-60.2% |
| Participant deferral / active EE | $1,743 | $3,318-47.5% | $4,438-60.7% | $4,125-57.8% |
| Admin fee / account holder | $356 | $4,112-91.3% | $5,614-93.7% | $5,651-93.7% |