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 | $30,693 | $88,083-65.2% | $164,813-81.4% | $74,495-58.8% |
| Participation rate | 54.9% | 73.0%-18.1pp | 78.6%-23.7pp | 67.2%-12.3pp |
| Annual return | 0.00% | 17.26%-17.3pp | 69.93%-69.9pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,217 | $2,593-53.1% | $4,341-72.0% | $2,623-53.6% |
| Participant deferral / active EE | $3,536 | $4,498-21.4% | $6,031-41.4% | $4,346-18.6% |
| Admin fee / account holder | $1,134 | $2,234-49.2% | $12,690-91.1% | $1,942-41.6% |