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 | $5,181 | $56,053-90.8% | $75,972-93.2% | $80,856-93.6% |
| Participation rate | 63.6% | 62.0%+1.6pp | 69.1%-5.4pp | 67.6%-4.0pp |
| Annual return | 17.53% | 20.53%-3.0pp | 359.55%-342.0pp | 35.59%-18.1pp |
| Employer contribution / active EE | $813 | $1,874-56.6% | $2,685-69.7% | $2,755-70.5% |
| Participant deferral / active EE | $1,060 | $3,052-65.3% | $4,255-75.1% | $4,296-75.3% |
| Admin fee / account holder | $1,064 | $5,234-79.7% | $6,467-83.5% | $6,918-84.6% |