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 | $5,285 | $61,272-91.4% | $149,673-96.5% | $71,457-92.6% |
| Participation rate | 35.0% | 62.5%-27.5pp | 78.8%-43.8pp | 67.9%-32.9pp |
| Annual return | 25.40% | 35.85%-10.4pp | 134.42%-109.0pp | 28.85%-3.4pp |
| Employer contribution / active EE | $366 | $2,378-84.6% | $4,818-92.4% | $2,588-85.8% |
| Participant deferral / active EE | $930 | $2,917-68.1% | $5,680-83.6% | $4,289-78.3% |
| Admin fee / account holder | $403 | $1,261-68.0% | $13,210-96.9% | $1,587-74.6% |