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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,893 | $44,960-93.6% | $84,966-96.6% | $74,495-96.1% |
| Participation rate | 69.2% | 49.4%+19.9pp | 67.5%+1.7pp | 67.2%+2.0pp |
| Annual return | 1.89% | 26.24%-24.3pp | 66.38%-64.5pp | 1364.94%-1363.0pp |
| Employer contribution / active EE | $207 | $1,457-85.8% | $2,727-92.4% | $2,623-92.1% |
| Participant deferral / active EE | $1,120 | $2,731-59.0% | $4,519-75.2% | $4,346-74.2% |
| Admin fee / account holder | $358 | $2,209-83.8% | $6,149-94.2% | $1,942-81.5% |