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 | $23,864 | $80,753-70.4% | $136,294-82.5% | $62,292-61.7% |
| Participation rate | 63.5% | 73.5%-10.0pp | 81.9%-18.4pp | 69.5%-6.0pp |
| Annual return | 65.62% | 35.83%+29.8pp | 5155.94%-5090.3pp | 28.90%+36.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,801 | $5,164+12.3% | $6,247-7.1% | $3,169+83.0% |
| Admin fee / account holder | $436 | $525-17.1% | $9,243-95.3% | $479-9.1% |