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).
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 | $7,185 | $42,886-83.2% | $88,946-91.9% | $85,563-91.6% |
| Participation rate | 32.6% | 37.9%-5.4pp | 68.8%-36.3pp | 66.0%-33.4pp |
| Annual return | 165.58% | 44.56%+121.0pp | 57.82%+107.8pp | 31.51%+134.1pp |
| Employer contribution / active EE | $763 | $1,147-33.5% | $2,555-70.1% | $2,654-71.2% |
| Participant deferral / active EE | $1,456 | $2,108-30.9% | $4,581-68.2% | $4,375-66.7% |
| Admin fee / account holder | $1,142 | $2,263-49.5% | $8,261-86.2% | $834+36.9% |