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 5-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 | $6,096 | $65,908-90.8% | $81,812-92.5% | $77,643-92.1% |
| Participation rate | 31.6% | 65.8%-34.2pp | 72.3%-40.8pp | 70.6%-39.0pp |
| Annual return | 19.38% | 26.64%-7.3pp | 773.79%-754.4pp | 31.24%-11.9pp |
| Employer contribution / active EE | $591 | $2,370-75.1% | $2,912-79.7% | $2,726-78.3% |
| Participant deferral / active EE | $1,251 | $3,505-64.3% | $4,319-71.0% | $4,647-73.1% |
| Admin fee / account holder | $420 | $526-20.2% | $7,386-94.3% | $430-2.4% |