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 | $8,965 | $42,886-79.1% | $88,946-89.9% | $85,563-89.5% |
| Participation rate | 26.7% | 37.9%-11.2pp | 68.8%-42.1pp | 66.0%-39.2pp |
| Annual return | 17.46% | 44.56%-27.1pp | 57.82%-40.4pp | 31.51%-14.1pp |
| Employer contribution / active EE | $164 | $1,147-85.7% | $2,555-93.6% | $2,654-93.8% |
| Participant deferral / active EE | $972 | $2,108-53.9% | $4,581-78.8% | $4,375-77.8% |
| Admin fee / account holder | $1,096 | $2,263-51.6% | $8,261-86.7% | $834+31.4% |