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 9-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.
Participant 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.)
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 | $7,725 | $73,360-89.5% | $177,989-95.7% | $74,495-89.6% |
| Participation rate | 30.5% | 66.6%-36.2pp | 77.1%-46.6pp | 67.2%-36.7pp |
| Annual return | 23.76% | 17.49%+6.3pp | 294.48%-270.7pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,100 | $4,513-75.6% | $6,276-82.5% | $4,346-74.7% |
| Admin fee / account holder | $1,121 | $1,808-38.0% | $10,363-89.2% | $1,942-42.3% |