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 4-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.
Employer 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 | $11,041 | $84,487-86.9% | $125,339-91.2% | $66,914-83.5% |
| Participation rate | 57.2% | 76.4%-19.2pp | 82.4%-25.2pp | 69.8%-12.6pp |
| Annual return | 83.90% | -8.39%+92.3pp | 572.05%-488.2pp | 1.58%+82.3pp |
| Employer contribution / active EE | $835 | $3,553-76.5% | $4,814-82.6% | $2,544-67.2% |
| Participant deferral / active EE | $3,266 | $6,781-51.8% | $7,446-56.1% | $4,237-22.9% |
| Admin fee / account holder | $342 | $685-50.1% | $10,010-96.6% | $593-42.4% |