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.
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 | $39,546 | $89,436-55.8% | $164,813-76.0% | $77,643-49.1% |
| Participation rate | 42.0% | 78.6%-36.7pp | 78.6%-36.6pp | 70.6%-28.6pp |
| Annual return | 72.29% | 28.83%+43.5pp | 69.93%+2.4pp | 31.24%+41.1pp |
| Employer contribution / active EE | $1,457 | $2,569-43.3% | $4,341-66.4% | $2,726-46.5% |
| Participant deferral / active EE | $3,442 | $4,897-29.7% | $6,031-42.9% | $4,647-25.9% |
| Admin fee / account holder | $4,137 | $339+1118.7% | $12,690-67.4% | $430+861.2% |