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 3-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 | $1,315 | $54,705-97.6% | $71,209-98.2% | $84,808-98.4% |
| Participation rate | 65.9% | 64.1%+1.8pp | 73.8%-7.8pp | 68.3%-2.4pp |
| Annual return | 27.34% | 35.90%-8.6pp | 282.51%-255.2pp | 40.90%-13.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $632 | $3,030-79.1% | $4,175-84.9% | $4,212-85.0% |
| Admin fee / account holder | $436 | $4,863-91.0% | $5,349-91.8% | $7,344-94.1% |