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 8-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 | $15,928 | $66,098-75.9% | $101,794-84.4% | $74,304-78.6% |
| Participation rate | 34.4% | 53.8%-19.4pp | 69.2%-34.8pp | 60.3%-25.9pp |
| Annual return | 15.86% | 19.59%-3.7pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $807 | $1,082-25.4% | $2,289-64.7% | $2,241-64.0% |
| Participant deferral / active EE | $441 | $2,781-84.1% | $4,084-89.2% | $3,767-88.3% |
| Admin fee / account holder | $2,808 | $4,146-32.3% | $8,777-68.0% | $2,969-5.4% |