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 6-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.
Participant 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 | $24,628 | $79,171-68.9% | $102,423-76.0% | $74,495-66.9% |
| Participation rate | 35.7% | 74.8%-39.1pp | 76.5%-40.8pp | 67.2%-31.5pp |
| Annual return | 24.68% | 54.93%-30.3pp | 29.32%-4.6pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $850 | $2,362-64.0% | $3,023-71.9% | $2,623-67.6% |
| Participant deferral / active EE | $1,987 | $4,415-55.0% | $5,053-60.7% | $4,346-54.3% |
| Admin fee / account holder | $1,155 | $2,001-42.3% | $9,451-87.8% | $1,942-40.5% |