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 5-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 | $18,043 | $64,119-71.9% | $112,228-83.9% | $66,914-73.0% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.1%-28.4pp | 69.8%-23.1pp |
| Annual return | 362.89% | -13.81%+376.7pp | 27.45%+335.4pp | 1.58%+361.3pp |
| Employer contribution / active EE | $2,174 | $3,005-27.7% | $3,635-40.2% | $2,544-14.6% |
| Participant deferral / active EE | $2,898 | $3,693-21.5% | $4,728-38.7% | $4,237-31.6% |
| Admin fee / account holder | $538 | $625-14.0% | $6,410-91.6% | $593-9.4% |