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 | $2,922 | $55,415-94.7% | $155,509-98.1% | $74,495-96.1% |
| Participation rate | 54.7% | 61.9%-7.2pp | 78.2%-23.4pp | 67.2%-12.5pp |
| Annual return | 28.43% | 268.50%-240.1pp | 64.67%-36.2pp | 1364.94%-1336.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $988 | $2,836-65.1% | $5,626-82.4% | $4,346-77.3% |
| Admin fee / account holder | $531 | $1,738-69.5% | $15,912-96.7% | $1,942-72.7% |