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 | $21,230 | $66,813-68.2% | $100,516-78.9% | $73,488-71.1% |
| Participation rate | 56.1% | 77.5%-21.3pp | 79.4%-23.3pp | 70.7%-14.5pp |
| Annual return | 40.01% | 25.70%+14.3pp | 30.89%+9.1pp | 28.51%+11.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,104 | $5,883+3.8% | $6,270-2.6% | $3,740+63.2% |
| Admin fee / account holder | $1,104 | $512+115.6% | $8,081-86.3% | $513+115.2% |