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 | $22,090 | $80,724-72.6% | $103,333-78.6% | $74,495-70.3% |
| Participation rate | 57.0% | 65.7%-8.7pp | 74.5%-17.6pp | 67.2%-10.2pp |
| Annual return | 33.12% | 27.56%+5.6pp | 24.88%+8.2pp | 1364.94%-1331.8pp |
| Employer contribution / active EE | $1,240 | $3,157-60.7% | $3,868-67.9% | $2,623-52.7% |
| Participant deferral / active EE | $2,378 | $3,860-38.4% | $5,057-53.0% | $4,346-45.3% |
| Admin fee / account holder | $2,108 | $2,368-11.0% | $8,355-74.8% | $1,942+8.6% |