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).
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 | $10,372 | $44,960-76.9% | $84,966-87.8% | $74,495-86.1% |
| Participation rate | 50.9% | 49.4%+1.6pp | 67.5%-16.6pp | 67.2%-16.3pp |
| Annual return | 14.89% | 26.24%-11.4pp | 66.38%-51.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,629 | $1,457+11.8% | $2,727-40.3% | $2,623-37.9% |
| Participant deferral / active EE | $2,662 | $2,731-2.5% | $4,519-41.1% | $4,346-38.7% |
| Admin fee / account holder | $1,380 | $2,209-37.5% | $6,149-77.6% | $1,942-28.9% |