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 10-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 | $44,220 | $122,239-63.8% | $184,203-76.0% | $74,495-40.6% |
| Participation rate | 55.5% | 85.5%-30.0pp | 86.8%-31.3pp | 67.2%-11.7pp |
| Annual return | 13.02% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,447 | $4,537-68.1% | $6,427-77.5% | $2,623-44.8% |
| Participant deferral / active EE | $4,904 | $7,139-31.3% | $9,131-46.3% | $4,346+12.8% |
| Admin fee / account holder | $3,880 | $1,260+208.0% | $13,901-72.1% | $1,942+99.8% |