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 | $7,152 | $48,795-85.3% | $65,493-89.1% | $84,808-91.6% |
| Participation rate | 69.8% | 67.0%+2.8pp | 73.1%-3.3pp | 68.3%+1.5pp |
| Annual return | 27.60% | 20.20%+7.4pp | 982.45%-954.9pp | 40.90%-13.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,153 | $2,928-26.5% | $3,961-45.6% | $4,212-48.9% |
| Admin fee / account holder | $398 | $3,877-89.7% | $5,028-92.1% | $7,344-94.6% |