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 3-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 | $6,134 | $26,114-76.5% | $58,482-89.5% | $74,419-91.8% |
| Participation rate | 16.7% | 32.1%-15.4pp | 50.9%-34.2pp | 70.7%-54.0pp |
| Annual return | 30.17% | 32.51%-2.3pp | 4239.32%-4209.1pp | 34.38%-4.2pp |
| Employer contribution / active EE | $216 | $536-59.6% | $1,053-79.5% | $2,637-91.8% |
| Participant deferral / active EE | $621 | $1,075-42.2% | $1,924-67.7% | $4,528-86.3% |
| Admin fee / account holder | $512 | $649-21.2% | $2,516-79.7% | $348+47.1% |